Global Business Development Executive driving Fortune 1000 enterprise SaaS growth for Geotab’s connected - transportation platform. Owning complex sales cycles, executive relationships, and strategic channel partnerships.
About the role
- Business Development Manager driving BMO Insurance Wealth Products sales through MGA and advisor channels. Growing Segregated Funds and Annuities adoption across Alberta and Saskatchewan.
Responsibilities
- Drive sales growth and market share for BMO Insurance Wealth Products, including Segregated Funds and Annuities, within the Managing General Agency (MGA) channel
- Develop and execute a territory business plan to achieve sales, asset growth, and advisor engagement objectives within the MGA market
- Build and maintain relationships with MGAs, advisors, and key distribution partners
- Identify and develop new business opportunities through prospecting, business development activities, and relationship management
- Conduct advisor meetings, presentations, workshops, and industry events to promote wealth products and related solutions
- Provide consultative sales support to help advisors position wealth products within retirement, estate, and wealth accumulation strategies
- Deliver product expertise, competitive intelligence, sales ideas, and market insights
- Collaborate with Marketing, Product, Operations, and Client Service partners
- Monitor sales activity, market trends, and competitor developments to identify opportunities and inform business strategy
- Act as the voice of the advisor by providing feedback on products, processes, technology, and service enhancements
- Produce territory and sales reports, manage pipeline activity, and support regional and national business objectives
- Apply BMO's Risk Management Framework in all business activities
Requirements
- 5+ years of business development, wholesaling, or sales experience in wealth management, insurance, asset management, or financial services
- Strong knowledge of Segregated Funds, Annuities, retirement income, and wealth accumulation solutions
- Proven ability to build advisor relationships and grow sales within the MGA, independent advisor, and wealth distribution channels
- Demonstrated success developing business opportunities, managing a territory, and achieving sales targets
- Strong presentation, relationship management, and consultative selling skills
- Ability to analyze sales data and market trends to identify growth opportunities and drive results
- Knowledge of Canadian wealth distribution channels and CIRO-regulated advisor environments
- Post-secondary degree in Business, Finance, Economics, or a related field, or an equivalent combination of education and experience
- LLQP designation required
- CFP, CIM, CLU, CFA, PFP, RRC, or similar industry designation considered an asset
Benefits
- 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
- Accessible workplace accommodations
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