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About the Role
**This is a licensed position requiring the SIE, Series 6, 63, 65, state Life and Health insurance licenses required; Series 7, 66 or 65 licenses preferred.**
Proactively builds and manages an assigned portfolio of mass affluent clients **across multiple branch locations.** Acts as the primary client contact to uncover financial needs and provide meaningful solutions in compliance with regulatory and compliance policies. Works collaboratively within the market, BMO partners, and the community to build relationships and deliver the desired customer experience.
+ **Uses a consultative sales process** to develop strong **customer relationships** ; acts as client’s trusted advisor and primary point of contact.
+ Proactively works with assigned customer portfolio to uncover needs, provide solutions, and identify additional sales opportunities.
+ Makes key recommendations on products, pricing, and services; links customer to business partner experts based on key ...
Proactively builds and manages an assigned portfolio of mass affluent clients **across multiple branch locations.** Acts as the primary client contact to uncover financial needs and provide meaningful solutions in compliance with regulatory and compliance policies. Works collaboratively within the market, BMO partners, and the community to build relationships and deliver the desired customer experience.
+ **Uses a consultative sales process** to develop strong **customer relationships** ; acts as client’s trusted advisor and primary point of contact.
+ Proactively works with assigned customer portfolio to uncover needs, provide solutions, and identify additional sales opportunities.
+ Makes key recommendations on products, pricing, and services; links customer to business partner experts based on key ...
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