Bilingual Licensed Insurance Advisor, BMO Insurance
Core
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.
Role type
Bilingual Licensed Insurance Advisor
Builds
Insurance products and solutions for clients
Domain
Financial Services / Insurance
Deliverable
client delivery
Required skills
Life insurance product knowledge, Life insurance law and compliance, Bilingualism (French and English), Consultative sales approach, Cross-selling and client retention strategies, Risk management framework application, Strategic problem analysis, Training program development
Preferred skills
Call center environment experience, OTL insurance license (Ontario/Quebec), A&S/LLQP license pursuit
Technologies
None stated
Responsibilities
Accelerate premium growth by maximizing opportunities for cross-selling, referrals, and client retention; Manage complex cases and high-end sales; Provide advice and guidance on implementation of solutions; Apply for and maintain relevant licenses; Support execution of strategic initiatives; Identify business needs and design/develop tools and training programs; Complete necessary administrative functions such as sales reports.
Seniority
Mid-level (3-5 years experience)