Estate Insurance Advisor

BMO Nesbitt Burns; Ottawa; On-site; CAD 70,000 - 100,000; Full time

Job summary

Join a leading financial institution as an Estate & Insurance Advisor focused on high-net-worth clients. This role emphasizes building client relationships, developing tailored insurance solutions, and driving business growth. You will leverage your extensive experience to deliver exceptional client service and achieve revenue targets, all while collaborating with investment advisors and internal stakeholders. BMO Nesbitt Burns fosters an inclusive environment, offering resources and benefits to help you grow professionally.

Benefits

Health insurance

Tuition reimbursement

Life and accident insurance

Retirement savings plans

Performance-based incentives

Discretionary bonuses

Qualifications

• Typically 7 years of relevant experience in insurance.
• Prior experience creating complex insurance solutions.
• Technical proficiency in insurance products.

Responsibilities

• Generates insurance sales aligned with client needs.
• Develops insurance sales strategies for HNW clients.
• Monitors performance and ensures timely service delivery.

Skills

Sales Experience

Customer Service

Time Management

Trusts

Estate Law

Insurance Sales

Education

Postsecondary degree in related field

Job description

The Estate & Insurance Advisor is a highly motivated individual who provides customized professional advice to generate insurance sales in alignment with the desired client experience and overall business objectives. The role operates in the HighNetWorth and UltraHighNetWorth sphere and involves working in partnership with BMO Private Wealth Professionals to meet their HighNetWorth clients estate protection and wealth planning needs. The role will be responsible for achieving insurance product revenue results and increasing market share profitability and NPS.

• Works with Investment Advisors to obtain referrals and generate life and disability sales.
• Develops insurance sales strategies and presents clients with concepts focused on estate planning / financial / retirement.
• Develops marketing materials to enhance sales concepts in alignment with the desired client experience.
• Develop professional seminars for Investment Advisors and their clients.
• Develops maintains and executes a business plan including relationship management strategies to achieve retention objectives.
• Provides exceptional client experience and service to ensure client needs are met or exceeded to enhance sales activities referrals and client retention.
• Addresses customer services issues according to established parameters escalating as required.
• Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
• Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
• Conducts independent analysis and assessment to resolve strategic issues.
• Builds effective relationships with internal / external stakeholders and ensures alignment.
• Breaks down strategic problems and analyses data and information to provide insights and recommendations.
• Monitors and tracks performance and addresses any issues.
• Executes work to deliver timely accurate and efficient service.
• Supports the development and promotion of a business / group program.
• Supports the achievement of the business plan.
• Supports the delivery of the desired client experience to enhance business opportunities.
• Collaborates effectively with internal stakeholders to build capability and drive business growth.
• Adheres to legal and compliance requirements while conducting business activities.
• Executes work to deliver timely accurate and efficient service.
• Focus is primarily on business / group within BMO; may have broader enterprisewide focus.
• Exercises judgment to identify diagnose and solve problems within given rules.
• Works independently on a range of complex tasks which may include unique situations.
• Broader work or accountabilities may be assigned as needed.

Qualifications :

• Typically 7 years of relevant experience and postsecondary degree in related field of study.
• Prior experience creating complex insurance solutions.
• Prior large case experience supporting HNW / UHNW clients.
• Technical proficiency gained through education and / or business experience.
• Collaboration & team skills Indepth.
• Analytical and problemsolving skills Indepth.
• Influence skills Indepth.

Salary : Pay Type :

Commission

The above represents BMO Financial Groups pay range and type.

Salaries will vary based on factors such as location skills experience education and qualifications for the role and may include a commission structure. Salaries for parttime roles will be prorated based on number of hours regularly worked. For commission roles the salary listed above represents BMO Financial Groups expected target for the first year in this position.

BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performancebased incentives discretionary bonuses as well as other perks and rewards. BMO also offers health insurance tuition reimbursement accident and life insurance and retirement savings plans. To view more details of our benefits please visit : Us

At BMO we are driven by a shared Purpose : Boldly Grow the Good in business and life. It calls on us to create lasting positive change for our customers our communities and our people. By working together innovating and pushing boundaries we transform lives and businesses and power economic growth around the world.

As a member of the BMO team you are valued respected and heard and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones as you help our customers reach theirs. From indepth training and coaching to manager support and networkbuilding opportunities well help you gain valuable experience and broaden your skillset.

To find out more visit us at is committed to an inclusive equitable and accessible workplace. By learning from each others differences we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation please contact your recruiter.

Note to Recruiters : BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO directly or indirectly will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid written and fully executed agency agreement contract for service to submit resumes.

Required Experience :

Unclear Seniority

Key Skills

Estate Law,Sales Experience,Direct Sales,Time Management,Trusts,Quality Assurance,Customer Service,Swift,Training & Development,Insurance Sales,Medicare,Wills

Employment Type : Full-Time

Experience : years

Vacancy : 1

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Insurance Advisor • Ottawa, Ontario, Canada