New Business Specialist - Private Client Advice

Description

As part of the new business team within TD Insurance, Private Client Advice, the Senior Analyst will be responsible for attracting, acquiring and retaining high net worth clientele through various acquisition channels. The incumbent will have a growth mindset, be solutions oriented, strategic, and deliver exceptional client service. The role will require an underwriting focus to protect the profitability of the high net worth portfolio. Face to face and over the phone interactions will be required

We will also count on you to:

• Conduct in-depth discovery of client assets, financial goals, risk tolerance and create a comprehensive Insurance Plan with tailored high net worth strategies.
• Identify referral opportunities and work with TD partners to franchise each new client.
• Work collaboratively with various TD partners including Product, Pricing, Underwriting, Claims, high net worth inspectors
• Retain and service your own book of business
• Establish and maintain a solid network with TD Wealth to build a pipeline of prospects and focus on opportunities to franchise each client
• Maintain up-to-date knowledge and understanding of TDI policies and procedures, industry trends and protect the interests and reputation of TDI and its clients by continuous compliance to them.
• Represent TDI and TDBG to the general public in a professional manner.
• Participate in the local community and support TDI charity and community initiatives.
• Participate fully as a member of the team and support a positive work environment that promotes the business' vision and legendary client experience.
• Binding authority of $10MM

Job Requirements

• An OTL license is required to be considered for this role (additional consideration may be provided to applicants with additional licensing)
• Some travel may be required for this role
• 5+ years experience working in insurance sales is required
• Experience working in a commission-based sales role is a strong asset
• Strong customer relationship management skills
• Previous experience managing high net worth clients is considered a strong asset

#LI

Who We Are:

As part of TD Bank Group, one of Canada's largest financial institutions, at TD Insurance, we care for Canadian families, making it easy to get the best advice, protection, and support in their moments of need, always.

TD Insurance offers a wide range of products, including General Insurance and Life and Health. Everyday, we strive to make every interaction, product and experience remarkably human and refreshingly simple for more than four million customers who count on us.

Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs.

Additional Information:
We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

Colleague Development

If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.

If you’re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.

We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.

Training & Onboarding
We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

Interview Process
We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

Accommodation
Your accessibility is important to us. Please let us know if you’d like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.

We look forward to hearing from you!

Language Requirement (Quebec only):

Sans Objet