Bank of Montreal
Senior Estate Insurance Associate at BMO (Calgary)
Job Description
Drive growth in estate insurance with BMO as a Senior Estate Insurance Associate. Leverage your client services expertise and insurance licensing to enhance sales and client relationships. At BMO Financial Group, we seek a dedicated Senior Estate Insurance Associate to support our Estate and Insurance Advisors.
Key Responsibilities
- Support Estate and Insurance Advisors with administrative tasks
- Build relationships through client acquisition and marketing initiatives
- Analyze sales performance data to provide business insights
- Develop tailored communications and manage client inquiries
- Collaborate with stakeholders to achieve business objectives
Requirements
- 3-5 years of relevant experience in insurance
- Life Insurance License is required
- Robust knowledge of investment and financial planning
- Excellent verbal and written communication skills
- Proven analytical and p...