Estate Insurance Associate with Sales Focus
BMO • calgary, Canada
Role Description
Become an Estate Insurance Associate committed to sales growth and exceptional client experiences. Collaborate internally to meet client needs and boost satisfaction.
You will support sales activities by developing the book of business while delivering high-quality customer service. With your life insurance knowledge and collaboration skills, you will create tailored messaging that enhances customer relationships. Your ability to analyze issues will ensure timely resolutions.
Key Responsibilities:
• Drive sales support to achieve targets
• Develop and manage the book of business
• Enhance client experiences through exceptional service
• Communicate client requests for resolution
• Complete varied tasks accurately and promptly
Requirements:
• 2–3 years relevant experience preferred
• Active Life Insurance License
• Knowledge of life insurance products necessary
• Good verbal and written communication skills
• Competency in organizational and collab...
You will support sales activities by developing the book of business while delivering high-quality customer service. With your life insurance knowledge and collaboration skills, you will create tailored messaging that enhances customer relationships. Your ability to analyze issues will ensure timely resolutions.
Key Responsibilities:
• Drive sales support to achieve targets
• Develop and manage the book of business
• Enhance client experiences through exceptional service
• Communicate client requests for resolution
• Complete varied tasks accurately and promptly
Requirements:
• 2–3 years relevant experience preferred
• Active Life Insurance License
• Knowledge of life insurance products necessary
• Good verbal and written communication skills
• Competency in organizational and collab...