Business Development Specialist (Inside Sales), BMO Insurance
Core
Promotes BMO Life Assurance products and services to managing general agencies (MGAs) and brokers to drive sales results and enhance business opportunities.
Role type
Inside Sales Business Development Specialist
Builds
BMO Life Assurance product sales and business growth for MGAs and brokers
Domain
Insurance / Wealth Management
Deliverable
client delivery
Required skills
Life insurance licensing, sales strategy execution, MGA and broker relationship management, insurance concept consultation, quotation management, case process management, regional business planning, data analysis for insights, marketing tool creation, risk-informed decision making
Preferred skills
Mutual fund industry knowledge, advanced corporate sales concepts
Technologies
Illustration software, case management systems
Responsibilities
Consult with MGAs to promote products and attain sales objectives, conduct seminars and workshops, provide case support and insurance quotations, manage special quote and large case processes, attend regional industry events, create marketing tools and presentations, provide technical support on products and tools, analyze data to provide business insights, support strategic initiatives and business plan achievement
Seniority
Mid-level, hands-on IC