Estate & Insurance Sales Specialist — Client Growth

BMO Financial Group; Toronto; On-site; CAD 33,000 - 51,000; Full time

Job summary

A financial services organization in Toronto is seeking an individual to provide administrative support to Estate and Insurance Advisors. Key responsibilities include driving sales results, delivering exceptional customer service, and ensuring compliance with operational processes. Candidates should possess a Life Insurance Licence and relevant experience, along with strong communication and organizational skills. This role offers a salaried and commission-based compensation structure.

Benefits

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Qualifications

• Typically between 2–3 years of relevant experience.
• Life Insurance Licence (LLQP).
• Knowledge of Life Insurance and Investment Products.
• Basic/Intermediate knowledge of Insurance and Estate Principles.
• Strong knowledge of administrative processes and procedures.
• Knowledge of compliance rules (proprietary and industry).

Responsibilities

• Provides sales support to drive sales results.
• Ensures the book of business is being developed.
• Delivers exceptional customer service to build trust.
• Communicates with internal business/groups for execution of requests.
• Organizes work information for accuracy and completeness.

Skills

Communication skills - Good

Organization skills - Good

Collaboration & team skills - Good

Analytical and problem solving skills - Good

Education

Post-secondary degree in related field

Tools

Ageman

Job description

A financial services organization in Toronto is seeking an individual to provide administrative support to Estate and Insurance Advisors. Key responsibilities include driving sales results, delivering exceptional customer service, and ensuring compliance with operational processes. Candidates should possess a Life Insurance Licence and relevant experience, along with strong communication and organizational skills. This role offers a salaried and commission-based compensation structure.