Business Development Specialist – Inside Sales

BMO U.S.

. Drive sales results by promoting BMO Life Assurance products and services to MGAs and brokers .

Posted 10/16/2026full-timeWinnipeg • CanadaMid-LevelSenior💰 CA$40,000 - CA$80,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in driving sales results through effective promotion of BMO Life Assurance products, while leveraging strong stakeholder relationships and advanced insurance sales concepts. Proficient in providing technical support, conducting seminars, and analyzing data to enhance business growth and client experience.

Highest-signal resume keywords

Life Insurance LicenseCertified Financial PlannerAdvanced Insurance Sales ConceptsStakeholder Relationship ManagementData Analysis and Reporting

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales StrategiesInsurance QuotationsFinancial PlanningUnderwriting PrinciplesCorporate ApplicationsMarketing Tools CreationPresentation DevelopmentBusiness DevelopmentRisk Management FrameworkInsurance Product Knowledge

Soft Skills

Verbal CommunicationWritten CommunicationCollaborationAnalytical SkillsProblem-SolvingInfluence Skills

Tools & Technologies

Illustration Software

Certifications & Qualifications

Life Insurance LicenseCertified Financial Planner

Industry Keywords

Insurance BusinessMutual Fund IndustryMGABrokerSales ObjectivesClient ExperienceStakeholder AlignmentRegional Business PlanSeminars and WorkshopsBusiness Strategy

About the role

Key responsibilities & impact

Drive sales results by promoting BMO Life Assurance products and services to MGAs and brokers
Consult with MGAs and brokers, apply sales strategies, support relationships, and attain sales objectives
Conduct seminars and workshops and provide case support to obtain business
Request special quotes and identify potential new MGAs and brokers
Attend regional industry events to promote products and enhance company reputation
Discuss sophisticated insurance concepts and demonstrate product benefits based on customer scenarios
Develop solutions and recommendations aligned with business strategy and stakeholder needs
Support strategic initiatives with internal and external stakeholders
Build effective stakeholder relationships and ensure alignment
Provide monthly sales reporting and identify productive business development opportunities
Analyze data and information to provide insights and recommendations
Provide insurance quotations and technical support for products, illustration software, and other tools
Manage special quote and large case processes
Answer questions about insurance concepts
Create marketing tools and presentations for the region
Maintain regional statistics and support achievement of the regional business plan
Support the desired client experience and collaborate with stakeholders to drive business growth
Apply BMO’s Risk Management Framework and comply with applicable policies, laws, and regulations

Requirements

What you’ll need

Typically 3–5 years of relevant experience
Post-secondary degree in a related field of study or equivalent combination of education and experience
Life insurance license
Certified Financial Planner or other professional designation
In-depth knowledge of the insurance business, agencies, and underwriting principles
In-depth knowledge of financial concepts, including financial planning and insurance products
In-depth knowledge of advanced insurance sales concepts, including corporate applications
Knowledge of the mutual fund industry is an asset
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

Comp & perks

Commission structure may apply
Performance-based incentives
Discretionary bonuses
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