Wealth Products Business Development at BMO (Toronto)

Wealth Products Business Development at BMO (Toronto)

29 Sep
|
BMO
|
Toronto

29 Sep

BMO

Toronto

Expand your skills in sales growth as a Business Development Specialist for BMO Wealth Products. This role centers on driving advisor engagement and lead generation initiatives. Focusing on Segregated Funds and Annuities, you will play a crucial role in establishing new advisor connections through outbound sales efforts.

Partnering with Business Development Managers, you will engage existing relationships to boost product adoption while contributing to regional sales goals. Your knowledge of financial products will help advisors understand BMO's offerings. Key Responsibilities:

- Conduct proactive calls to MGAs and advisors
- Manage a sales pipeline and relationships effectively
- Support sales presentations and product education sessions
- Re-engage dormant advisors for increased penetration
- Provide tools and insights to facilitate advisor success Requirements:
- 3+ years’ experience in sales or business development
- Solid background in Segregated Funds and Annuities
- Proven track record of sales achievement
- Excellent relationship-building skills
- Self-motivated and results-oriented Drive strategic sales initiatives and foster advisor relationships to elevate BMO's Wealth Products business.

📌 Wealth Products Business Development at BMO (Toronto)
🏢 BMO
📍 Toronto

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