Licensed Insurance Advisor

Job not on LinkedIn

🔥 18 hours ago

🇨🇦 Canada – Remote

💵 $40k - $85k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🔒 Insurance

👻 Ghost score 0%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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BMO U.S.

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

🛡️ Insurance

💼 Consulting

📦 Logistics

Insurance • Consulting • Logistics

BMO U. S. is a diversified financial services company operating in the United States. It offers a broad range of financial products and services including personal and business banking, mortgage services, investments, financial planning, insurance, and wealth management. Additionally, it provides commercial loans, commercial mortgages, and other financial solutions tailored for small businesses and large enterprises. The company places a strong emphasis on customer service and offers digital and cross-border banking solutions to meet the needs of diverse clients. BMO U. S. is also involved in asset management and capital markets operations, making it a full-service financial institution.

📋 Description

• Promote and sell insurance products and solutions through inbound and outbound channels • Uncover insurance needs and provide tailored solutions using a consultative, client-first approach • Drive sales growth, meet individual targets, and deliver the desired client experience • Maximize premium growth through cross-selling, referrals, and client retention • Follow authorized scripts, processes, and procedures • Manage complex cases and high-end sales • Provide superior client experience and service • Develop solutions and recommendations based on business strategy and stakeholder needs • Provide advice and guidance on solution implementation • Apply for and/or maintain relevant licenses and satisfy continuing education and Errors & Omissions Insurance requirements • Support strategic initiatives with internal and external stakeholders • Build stakeholder relationships and ensure alignment • Analyze strategic problems, data, and information to provide insights and recommendations • Answer technical life insurance questions for licensed agents • Develop program scripting, objection handling, and training • Ensure legal and compliance requirements related to sales are met • Design and develop tools and training programs, including delivery of training • Support achievement of the business plan and desired client experience • Complete administrative functions such as sales reports and follow-up on pending business • Work mostly independently and exercise judgment to diagnose and solve problems • Apply BMO’s Risk Management Framework and make risk-informed decisions aligned with policies, laws, and regulations

🎯 Requirements

• Typically 3–5 years of relevant experience • Post-secondary degree in a related field of study or an equivalent combination of education and experience • Must meet licensing and certification requirements for the team, branch, and jurisdiction • For Life Insurance products: Life License Qualification Program (LLQP), RIBO, or Level 2 license in Ontario/Quebec equivalent • For Other Than Life (OTL) Insurance products: Valid OTL insurance license in Ontario and/or Quebec, with an expectation to work toward the A&S/LLQP license within 3 months of employment • Experience in a call center environment preferred • Working knowledge of life insurance products, applications, law, compliance, and regulations • Specialized knowledge from education and/or business experience • In-depth verbal and written communication skills • In-depth collaboration and team skills • In-depth analytical and problem-solving skills • In-depth influence skills

🏖️ Benefits

• Health insurance • Tuition reimbursement • Accident and life insurance • Retirement savings plans • In-depth training and coaching • Manager support • Network-building opportunities • Tools and resources to reach new milestones • Accommodations available on request during the selection process • Performance-based incentives, discretionary bonuses, and other perks and rewards may be included in total compensation