Advisor Growth & Outbound Sales Specialist - Life Insurance

BMO Insurance; Toronto; On-site; CAD 42,000 - 92,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Insurance in Toronto is seeking a results-driven sales professional to drive growth for Segregated Funds and Annuities through proactive outbound activity. You will acquire and engage advisors, generate leads, and develop a strong sales pipeline to help regional objectives.

You will work closely with BDMs, promote solutions via calls and virtual meetings, re-engage dormant advisors, and support large cases with quotes and presentations. Relevant licenses or designations are assets.

Qualifications

• Minimum 3+ years in outbound sales, inside wholesaling, or advisor-facing sales in financial services.
• Post-secondary degree or diploma in Business, Finance, Economics, Commerce, or equivalent.
• Strong knowledge of Segregated Funds, Annuities, retirement income solutions, and advisor distribution channels.
• Proven ability to generate leads, conduct high-volume sales outreach, and hit sales targets.
• Excellent prospecting, relationship management, and pipeline development skills.
• Life Insurance License (LLQP) a asset.
• CFP, CSC, IFIC, or related designation considered an asset.
• Excellent communication, presentation, and influencing skills.
• Self-motivated, results-oriented, and comfortable in a proactive sales environment.

Responsibilities

• Conduct proactive outbound sales calls to generate new business opportunities for Segregated Funds and Annuities.
• Identify, qualify, and develop net-new advisor relationships in assigned markets.
• Build and manage a sales pipeline through prospecting and follow-up.
• Partner with BDMs to uncover opportunities and support territory growth.
• Promote Segregated Funds and Annuity solutions via phone-based campaigns and virtual meetings.
• Re-engage dormant advisors and increase product penetration.
• Provide product support, illustrations, quotations, and sales ideas to win business.
• Deliver product education and sales presentations to increase knowledge and adoption.
• Support large case opportunities and coordinate special quote requests.
• Track advisor activity, opportunities, and results using CRM and reporting tools.
• Share market intelligence and competitive insights to support growth.
• Contribute to regional targets through disciplined prospecting and relationship management.

Skills

Outbound sales

Inside wholesaling

Business development

Advisor-facing sales

Relationship management

Lead generation

Pipeline development

Communication skills

Education

Post-secondary degree or diploma in Business, Finance, Economics, Commerce

Tools

CRM software

Reporting tools

Job description

BMO Insurance in Toronto is seeking a results-driven sales professional to drive growth for Segregated Funds and Annuities through proactive outbound activity. You will acquire and engage advisors, generate leads, and develop a strong sales pipeline to help regional objectives.

You will work closely with BDMs, promote solutions via calls and virtual meetings, re-engage dormant advisors, and support large cases with quotes and presentations. Relevant licenses or designations are assets.