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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Life Insurance and Investment Products, with a strong focus on client service, compliance regulations, and risk management. Proven ability to analyze data, develop business strategies, and build relationships with clients and partners.
Highest-signal resume keywords
Life Insurance LicenceAdvanced Knowledge of Investment ProcessesClient Relationship ManagementCompliance KnowledgeAnalytical and Problem Solving Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Investment ProcessesAdministrative ProcessesLife Insurance ProductsInsurance ProductsTrust ServicesFinancial PlanningRisk Management FrameworkData AnalysisSales Performance MonitoringCommunication Development
Soft Skills
Verbal CommunicationWritten CommunicationOrganization SkillsCollaboration SkillsTeam Skills
Certifications & Qualifications
Post-Secondary DegreeLife Insurance Licence
Industry Keywords
Estate ServicesInsurance AdvisorsSales GrowthClient RetentionOperational ProcessesCompliance RegulationsRisk MitigationBusiness ObjectivesMarketing InitiativesCustomer Service
About the role
Key responsibilities & impact- Perform administrative tasks and deliver service initiatives in support of Estate and Insurance Advisors
- Provide services to advisors, clients and business partners while following operational processes and compliance regulations
- Support insurance sales growth, risk mitigation, and efficient business-group operations
- Develop the book of business
- Discuss offered services and appropriate products with clients
- Build and maintain client and business-partner relationships through internal referrals and external marketing initiatives
- Deliver exceptional client service to support sales activities, referrals and client retention
- Address customer service issues and escalate as required
- Collaborate with internal and external stakeholders to deliver business objectives
- Analyze data and information and provide insights and recommendations
- Monitor sales and service performance targets against plans to identify gaps, issues and best practices
- Develop tailored messaging, including writing, editing and distributing communications
- Coordinate with internal business groups to execute client requests and resolve issues
- Organize work information for accuracy and completeness
- Complete complex and diverse tasks within established rules and limits, including escalations from other employees
- Analyze issues and determine next steps
- Apply BMO’s Risk Management Framework and make risk-informed decisions aligned with business strategy, policies and regulations
Requirements
What you’ll need- Typically between 3 - 5 years of relevant experience
- Post-secondary degree in related field of study
- Life Insurance Licence
- Advanced knowledge of investment processes and procedures
- Advanced knowledge of administrative processes and procedures
- Advanced knowledge of Life Insurance and Investment Products
- Knowledge of Insurance and group products
- Knowledge of Trust and Estate services
- Knowledge of Financial/Retirement planning
- Knowledge of compliance rules (proprietary and industry)
- Knowledge of Ageman
- Specialized knowledge
- Good verbal and written communication skills
- Good organization skills
- Good collaboration and team skills
- Good analytical and problem solving skills
Benefits
Comp & perks- Commission structure
- 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
- Accommodations available on request for candidates taking part in all aspects of the selection process