Promotes and sells Insurance products and solutions through inbound and outbound channels to uncover insurance needs and tailored solutions, using a consultative, client-first approach. Drives sales growth and meets individual targets. Delivers the desired client experience to customers and prospects.

This is a fully remote position Provides superior client experience and service. Provides advice and guidance to assigned business/group on implementation of solutions. Applies for and/or maintains relevant licenses for the products / market where the role is performed; satisfies Continuing Education and Errors & Omissions Insurance requirements, as directed.

Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Provide answers to technical questions regarding life insurance necessary for the licensed agents to perform their duties.

Ensures the timely development of program scripting, objection handling and training. Ensures all legal and compliance issues related to sales are met. Identifies business needs, designs/develops tools and training programs; may include delivery of training to audiences.

Supports the achievement of the business plan. Supports the delivery of the desired client experience to enhance business opportunities. Adheres to all legal and compliance requirements in the course of conducting business activities.

Completes necessary administrative functions, as assigned (sales reports, follow up on pending business, etc.). 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. 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.

Bilingualism

French and English is required.

Damage Insurance

Licensed in Quebec preferred AND/OR LLQP license in Quebec preferred.

Experience in a call center environment preferred. Working knowledge of life insurance products; life insurance product application; life insurance law, compliance and regulations. 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.

It calls on us to create lasting, positive change for our customers, our communities and our people. 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.

📌 Bilingual Licensed Insurance Advisor, BMO Insurance (Ottawa)
🏢 BMO Insurance
📍 Ottawa