account managerTD Bank • Markham, York Region, CA
account manager
TD Bank • Markham, York Region, CA
Il y a plus de 30 jours
Type de contrat
- Temps plein
- Permanent
Description de poste5+ years Personal Lines experience, preferably servicing high-net-worth clients. Provincially licensed (active and in good standing); minimum 1 year required; willing to get licensed in other provinces / territories. Strong work ethic, excellent interpersonal, presentation, communication and negotiation skills. Proven sales ability and enduring commitment to professionalism. Computer proficiency in MS Office (Word, Excel). Robust background in insurance across all asset classes and strong entrepreneurial spirit. Recognized ability to engage in thorough client discovery processes. Location : Markham, Ontario, Canada Work location : On site Salary : $71,000 – $111,700 CAD annually Hours : 35 per week Term : Permanent employment, full time Start date : As soon as possible Source : CareerBeacon #2191591
Senior Account Manager – Private Client Advice (TD Bank)
Private Client Advice (PCA) is a bespoke insurance experience that protects high-net-worth clients’ valuable assets. As a Senior Account Manager you will deliver a legendary client experience by conducting in-depth discovery of client assets, financial goals, risk tolerance, and creating comprehensive insurance plans with tailored HNW strategies.
Responsibilities
- Conduct in-depth discovery of client assets, financial goals, risk tolerance, and develop comprehensive insurance plans for HNW clients.
- Identify referral opportunities and coordinate a team of partners / advisors to execute integrated plans and consolidate assets.
- Collaborate with TDI underwriters, claims advisors and HNW inspectors for insurance solutions.
- Place specific focus on onboarding clients with investment needs to Investment Management (PIC / PIA).
- Develop improved client experience, operational and practice management practices, and overall personal development.
- Maintain up-to-date knowledge of TDI policies, procedures, industry trends and continuously comply with them.
- Represent TDI and TDBG to the public in a professional manner and promote a positive work environment.
Qualifications
Job Details
Advertised until
2025-12-23
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Account Manager • Markham, York Region, CA
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