Bilingual Licensed Insurance Advisor

BMO U.S.

. Promote and sell insurance products and solutions through inbound and outbound channels .

Posted 9/29/2026full-timeRemote • CanadaMid-LevelSenior💰 CA$40,000 - CA$85,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in promoting and selling insurance products while providing tailored client-first solutions. Proficient in managing complex cases, ensuring compliance, and delivering exceptional client experiences.

Highest-signal resume keywords

Life License Qualification Program (LLQP)Bilingualism in French and EnglishValid OTL Insurance LicenseExperience in Call Center EnvironmentKnowledge of Life Insurance Products

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales GrowthClient RetentionData AnalysisSolution ImplementationObjection HandlingTraining DevelopmentAdministrative FunctionsRisk Management FrameworkCompliance and RegulationsLife Insurance Law

Soft Skills

Verbal CommunicationWritten CommunicationCollaborationProblem-SolvingInfluence Skills

Certifications & Qualifications

Life License Qualification Program (LLQP)Valid OTL Insurance License

Industry Keywords

Insurance ProductsConsultative SolutionsStakeholder RelationshipsCross-SellingClient Experience

About the role

Key responsibilities & impact

Promote and sell insurance products and solutions through inbound and outbound channels
Uncover insurance needs and provide tailored, consultative, client-first solutions
Drive sales growth and meet individual targets
Deliver the desired client experience to customers and prospects
Maximize cross-selling, referrals, and client retention opportunities
Follow authorized scripts, processes, and procedures
Manage complex cases and high-end sales
Provide advice and guidance on solution implementation
Maintain relevant licenses and satisfy continuing education and Errors & Omissions Insurance requirements
Support strategic initiatives with internal and external stakeholders
Build effective stakeholder relationships and ensure alignment
Analyze 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 possible training delivery
Complete administrative functions such as sales reports and follow-up on pending business
Collaborate with internal stakeholders to build capability and drive business growth
Apply BMO’s Risk Management Framework and make risk-informed decisions

Requirements

What you’ll need

Typically 3–5 years of relevant experience
Post-secondary degree in related field of study or equivalent combination of education and experience
Bilingualism in French and English is required
Must meet licensing and certification requirements for the team, branch, and jurisdiction
Life License Qualification Program (LLQP) or Level 2 license in Ontario/Quebec equivalent for Life Insurance products
Valid OTL insurance license in Ontario and/or Quebec for Other Than Life Insurance products
Expectation to work towards the A&S/LLQP license within 3 months of employment for Other Than Life Insurance products
Experience in a call center environment preferred
Working knowledge of life insurance products, life insurance product application, life insurance 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
Fluent in French and English

Benefits

Comp & perks

Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans
Performance-based incentives
Discretionary bonuses
In-depth training and coaching
Manager support
Network-building opportunities
Tools and resources to reach new milestones