Bilingual Licensed Insurance Advisor

This is a fully remote position, open to applicants in Canada.

📋 Description

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

• Identify insurance needs and offer customized, consultative solutions with a client-first approach.

• Drive sales growth and achieve individual performance targets.

• Provide an exceptional client experience for both customers and prospects.

• Maximize opportunities for cross-selling, referrals, and client retention.

• Adhere to authorized scripts, processes, and procedures.

• Manage complex cases and high-value sales.

• Offer advice and guidance on the implementation of solutions.

• Maintain necessary licenses and fulfill continuing education and Errors & Omissions Insurance obligations.

• Support strategic initiatives with both internal and external stakeholders.

• Cultivate effective relationships with stakeholders to ensure alignment.

• Analyze data and information to generate insights and recommendations.

• Address technical life insurance inquiries for licensed agents.

• Develop program scripts, objection handling techniques, and training materials.

• Ensure compliance with legal requirements related to sales.

• Design and create tools and training programs, including potential training delivery.

• Carry out administrative tasks such as sales reporting and following up on pending business.

• Collaborate with internal stakeholders to enhance capabilities and drive business growth.

• Apply BMO’s Risk Management Framework and make informed risk decisions.

⛳️ Requirements

• Typically 3–5 years of relevant experience.

• Post-secondary degree in a related field or an equivalent combination of education and experience.

• Bilingual proficiency in French and English is required.

• Must comply with licensing and certification requirements for the team, branch, and jurisdiction.

• Life License Qualification Program (LLQP) or Level 2 license in Ontario/Quebec for Life Insurance products.

• Valid OTL insurance license in Ontario and/or Quebec for Other Than Life Insurance products.

• Expected 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 is preferred.

• Working knowledge of life insurance products, applications, laws, compliance, and regulations.

• Specialized knowledge gained from education and/or professional experience.

• Strong verbal and written communication skills.

• Excellent collaboration and teamwork abilities.

• Strong analytical and problem-solving skills.

• Proficient influencing skills.

• Fluent in both French and English.

🏝️ Benefits

• Health insurance.

• Tuition reimbursement.

• Accident and life insurance.

• Retirement savings plans.

• Performance-based incentives.

• Discretionary bonuses.

• Comprehensive training and coaching.

• Managerial support.

• Opportunities for networking.

• Access to tools and resources to achieve new milestones.