Business Development Specialist - Segregated Funds & Annuities
BMO US(21 days ago)
About this role
This role involves promoting and supporting BMO Life Assurance products, specifically Segregated Funds and Annuities, through consulting with managing general agencies and brokers. The job focuses on building relationships, providing technical guidance, and achieving sales targets to enhance business growth and customer experiences.
Required Skills
- segregated Funds
- Annuities
- Financial Concepts
- Relationship Building
- Sales Strategy
- Product Knowledge
- Financial Planning
- Excel
- Communication
- Client Relations
Qualifications
- Post-secondary degree in related field
- Life insurance license (LLQP) or Loma certification
About BMO US
bmo.comBMO offers a wide range of personal and business banking services, including checking & savings accounts, loans, lines of credit, credit cards and more.
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