Betty Athanasakos

•Drive sales results to enhance the promotion of BMO Life Assurance product and services to managing general agencies (MGAs) and brokers. Share feedback on the product, processes, etc. to internal stakeholders to ensure continual enhancement of the insurance offer.

•Consult with MGAs to promote BMO Life Assurance product and services to their brokers, including determining the application of the sales strategy for sales calls to prospect MGAs and brokers, supporting existing relationships with current MGAs and brokers, meeting with MGAs and brokers to promote products and attain sales objectives, conducting seminars and workshops, providing case support to obtain business, requesting special quotes and identifying potential new MGAs and brokers.

• Attend and participate in regional industry events to promote BMO Life Assurance products and services, and enhance the overall reputation of the company.

• Develop solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.

• Build effective relationships with internal/external stakeholders.

• Provide monthly reporting of sales results for MGAs and brokers, and generate discussions on more productive business development opportunities.

• Provide insurance quotations.

• Provide technical support on products, illustration software and other tools.

• Manage the special quote process ensuring that the response is received according to the desired timeline.

• Manage large case process to build the overall regional business. Expedites application as much as possible.

• Answer questions about insurance concepts.

• Create marketing tools and presentations for use in the region.

• Support the achievement of the business plan within the designated region.

• Support the delivery of the desired client experience to MGAs and brokers to enhance business opportunities.

• Think creatively and propose new solutions.

• Exercise judgment to identify, diagnose, and solve problems within given rules.

• Meet with clients to help them address their financial needs and goals
• Create financial plans based on client financial needs and goals, then help clients enact those plans
• Sell various insurance products
• Answer investors when they have questions or concerns and help them adhere to their financial plans when markets get rocky and emotions run high
• Stay updated on market events and regulatory changes
• Advise clients on long-term financial strategies that can prepare their finances for retirements and pending expenses
• Maintain client files in compliant manner
• Generate lead through networking, referrals and cold calls and effectively convert leads into sales.

• Manage the mortgage application process from initial inquiry to closing, ensuring a smooth and efficient transaction for clients
• Gather and verify financial documents, including income statements, tax returns, and credit reports, and all other required documents
• Work closely with loan officers, underwriters, and title companies to expedite loan approvals and resolve any issues that arose during the underwriting process
• Provide exceptional customer service to clients, addressing their inquiries and concerns promptly and professionally.
• Developed and maintained relationships with customers, lenders and other third parties.
• Processed loan applications and monitored progress from start to finish.

• Build and maintain client bases, keeping current client plans up-to-date and recruiting new clients on an ongoing basis
• Contact clients periodically to determine if there have been changes in their financial status
• Guide clients in the gathering of information such as bank account records, life and disability insurance records, pension plan information, and wills
• Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a financial plan.

• Assist and support a team of 15 tax specialists
• Prepare for client meetings
• Follow up on customer files
• Prepare presentations (Word, Excel and PowerPoint)
• Maintain and update client database
• Keep current client plans up-to-date and compliant
• Liaise with other administrative assistants
• Meet and greet clients.

• Support 2 consultants with more than 700 clients
• Maintain client bases
• Keep current client plans up-to-date and compliant
• Book clients daily to ensure a tight schedule
• Guide clients in the gathering of information such as bank account records, life and disability insurance records, and pension plan information
• Liaise with other division advisors
• Send electronic marketing campaigns
• Prepare presentations
• Meet and greet clients.