Turbocharge your sales career at BMO as an Inside Sales Specialist focusing on Segregated Funds and Annuities. Engage with managing general agencies and brokers to drive sales results in a collaborative environment.
This role plays a vital part in promoting BMO Life Assurance products, particularly Segregated Funds and Annuities, within the Wealth Sales & Service group. As a specialist, you will consult with MGAs, conduct workshops, and develop key business relationships. Strong analytical skills, communication prowess, and knowledge of financial products are essential to succeed in this independent role.
Key Responsibilities:
• Promote BMO Segregated Funds to MGAs and brokers
• Conduct seminars and workshops to enhance product visibility
• Provide case and technical support for business acquisition
• Analyze sales metrics and generate quarterly reports
• Build and maintain relationships with stakeholders
Requirements:
• 3-5 years in a relevant sales or finan...