Business Development Specialist (Inside Sales) - Segregated Funds & Annuities
Core
Drives sales results for BMO Life Assurance products (Segregated Funds & Annuities) to Managing General Agencies (MGAs) and brokers.
Role type
Business Development Specialist (Inside Sales)
Builds
Sales of Segregated Funds and Annuities to MGAs and brokers
Domain
Financial Services / Insurance
Deliverable
client delivery
Required skills
Segregated Funds knowledge, Annuities knowledge, financial planning concepts, sales strategy, case support, quote management, data analysis, regional business planning
Preferred skills
Life insurance license (LLQP), CFP or CIM designation, mutual fund industry knowledge
Technologies
illustration software
Responsibilities
Consult with MGAs to promote products, conduct seminars and workshops, contact assigned region to increase business, discuss insurance concepts with brokers, provide technical support on products and tools, manage special quote process, manage large case process, provide monthly reporting of sales results, analyze data for insights, support strategic initiatives
Seniority
Mid-level, independent contributor
