Business Development Specialist (Inside Sales), BMO Insurance (Montreal)

Business Development Specialist (Inside Sales), BMO Insurance (Montreal)

03 Oct
|
Bank of Montreal
|
Montreal

03 Oct

Bank of Montreal

Montreal

Application Deadline:10/16/2026Address:630 boul Rene Levesque OuestJob Family Group:Wealth Sales & ServiceDrives sales results to enhance the promotion of BMO Life Assurance product and services to managing general agencies (MGAs) and brokers. to internal stakeholders to ensure continual enhancement of the insurance offer.Consults with MGAs to promote BMO Life Assurance product and services to their brokers, including determining the application of the sales strategy for sales calls to prospect MGAs and brokers, supporting existing relationships with current MGAs and brokers, meeting with MGAs and brokers to promote products and attain sales objectives, conducting seminars and workshops, providing case support to obtain business, requesting special quotes and identifying potential new MGAs and brokers.Attends and participates in regional industry events to promote BMO Life Assurance products and services, and enhances the overall reputation of the company.Contacts MGAs and brokers within assigned region to promote product and services, and increase overall business results.Discusses sophisticated insurance concepts based on customer scenarios with MGAs and brokers to demonstrate the benefit of BMO Life Assurance products.Shares sophisticated insurance concept solutions to leverage success across the regional team.Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.Provides advice and guidance to assigned business/group on implementation of solutions.Provides monthly reporting of sales results for MGAs and brokers, and generates discussions on more productive business development opportunities.Breaks down strategic problems,



and analyses data and information to provide insights and recommendations.Provides insurance quotations.Provides technical support on products, illustration software and other tools.Manages large case process to build the overall regional business. Answers questions about insurance concepts.Creates marketing tools and presentations for use in the region.Supports the achievement of the business plan within the designated region.Supports the delivery of the desired client experience to MGAs and brokers to enhance business opportunities.Collaborates effectively with internal stakeholders to build capability and drive business growth.Focus may be on a business/group.Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.Qualifications:Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Life insurance license required.In-depth knowledge of insurance business, agencies and underwriting principles.In-depth knowledge of financial concepts,



including financial planning and financial understanding of insurance products.In-depth knowledge of more advanced sales concepts in insurance, including corporate applications.In-depth knowledge of mutual fund industry is an asset.Specialized knowledge from education and/or business experience.You’re fluent in French and English as this role provides support to clients and team members inside and/or outside the province of Quebec .Salaries for part time roles will be pro-rated based on number of hours regularly worked. BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards.

BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

Boldly

Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.We strive to help you make an impact from day one - for yourself and our customers.

We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.Accommodations are available on request for candidates taking part in all aspects of the selection process. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

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📌 Business Development Specialist (Inside Sales), BMO Insurance (Montreal)
🏢 Bank of Montreal
📍 Montreal

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