Capitalize on your expertise as a Senior Estate and Insurance Advisor at BMO, strategically enhancing client relationships and insurance sales. This hybrid role aims to augment profitability and improve NPS.As a key player in wealth sales, you'll work closely with Investment Advisors and clients to create customized solutions that fit both estate and insurance needs. With a minimum of 7 years of relevant experience, and fluency in French and English, your analytical skills will enable you to address complex client issues effectively. Strong communication is essential for this position.Key Responsibilities:• Partner with Investment Advisors for referrals• Create and present customized insurance solutions• Develop impactful seminars for clients• Administer comprehensive client service strategies• Analyze performance metrics and adjust as necessaryRequirements:• 7+ years of relevant industry experience• Required life insurance certifications• Proficient in communication and collaboration• Analytical mindset for problem-solving• Bilingual in French and EnglishLead the way in enhancing client service and sales effectiveness at BMO, where your knowledge drives success.#J-18808-Ljbffr
Senior Estate And Insurance Advisor Role
BANK OF MONTREAL
montreal (administrative region), montreal (administrative region)
Published 19 days ago
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