Provide sales training and coaching to maximize sales channel effectiveness Enhance BMO Creditor Insurance product knowledge, expertise and awareness amongst regional P&C salesforces, specifically Financial Service Managers (FSM), Customer Service Representatives (CSR), Mortgage Specialists. Provide support to other areas of Risk Solutions as needed and develop ways to bring synergy between the various Risk Solutions Companies, Experience & Training: 10+ years of consultative sales experience 5+ years life insurance market experience, 5+ years sales team management experience, Demonstrated ability to manage complex deals, Oversee and manage all aspects of active insurance policies that are written by EPS’s in conjunction with CIBC Wood Gundy Investment Advisors and other wealth managers, Hire and manage a team of individuals who support the Insurance Inforce department at the head office of Wood Gundy Financial Services Inc, Act as the primary CIBC contact for all matters related to SmartOffice, including the ongoing maintenance, support and licensing of the software, Facilitate training sessions, create manuals, and provide ongoing support to all EPSs (and their assistants) as it relates to SmartOffice, Work closely with Branch Administrators and Branch Managers to ensure that all Estate Planning Assistants are effectively supported, managed and coached, Supervise the activities, and provide support/guidance to the Estate Planning Assistants, Global Ops Insurance, Insurance Commission Processors and Inforce Policy Service Representatives, Ensure that all insurance policies are effectively monitored and remain compliant, Create and implement a comprehensive training plan to ensure representatives are continuously trained and kept abreast of all products, services and compliance procedures, Oversee the implementation of insurance service strategies, service line agreements (SLAs), workflow processes and operational standards to ensure that clients are effectively supported, Manage the implementation of new technologies and the utilization of existing systems to better support the insurance sales force, Create comprehensive reporting capabilities that will enable the department to effectively track its service targets and achievements, Continually search for improvements in workflows, processes, and data/reporting management, Develop, implement and monitor the annual insurance operations business plan, Manage preparation and distribution of statistical reports prepared by the Insurance Services Group, Ensure prompt and accurate reporting to Senior Management on a monthly, quarterly and annual basis, Create quarterly reporting for Investor Economics, Manage all departmental matters of a legal or regulatory nature and work with Legal and BRSS to resolve any issues or complaints, LLQP certification (Life License Qualification Program) is required, In depth understanding of insurance products and concepts acquired by 8+ years of insurance operations practical experience with a major financial institution, 2+ years of successful people leadership experience, Ability to work both independently and in a team environment, Adaptable, flexible nature and willing to accommodate special urgent requests, Candidate should exhibit outstanding leadership and management skills, Candidate should be strategic in thinking and meticulous and disciplined in execution, Minimum 2 years of sales and sales management experience in bancassurance or group channels in life insurance or related sales in other areas, Experience using client management/sales tracking systems, Some Insurance experience preferred but not required, Bi-lingual – Spanish skills a plus (but not required), The role will be focused on driving Specialty production through increasing agent engagement across the Atlantic Territory, To include education on the various specialty products and the Installation of processes within agencies to drive specialty production, Creation and implementation of a strategic plan to achieve the Territory specialty premium and NB plans, 3+ years of sales or account management experience, Requires a working knowledge of insurance operations, A comfort level of interpreting statistical data from company reports is also necessary, Must reside in Utah to cover the assigned territory, Ability to handle some travel to Idaho or Montana if needed, Position is based in Portland, OR to cover the assigned territory, Ability to handle up to 20% overnight travel, Minimum a degree holder and further self-directed training in the area of Insurance products such as AFP/AFC or a CFP/ChFC certification, Minimum work of experience of at least 8 years working in an insurance company or financial institution with extensive sales experience in the area of insurance and/or bancassurance in relevant financial institution, She/he should also have intimate knowledge in the area of Insurance product development, knowledge of local regulations and strong process skills in the area of governance and control, Self-driven and an initiator with good work ethics, 5 years’ sales experience & technical expertise in commercial insurance, 5 years of experience in management / sales leadership in insurance or another industry, CAIB, CIP, FCIP designations preferred but not mandatory, Leadership: direct multiple sales & marketing functions across the region. 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