Wealth Insurance Advisor

Toronto, Ontario, Canada

37.5

TD Wealth

$69,700 - $98,400 CAD

This role is eligible for commission based earnings.

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience  compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate’s skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

This role is responsible for generating insurance sales revenue via clients referred to them from their Wealth relationship managers offering insurance solutions and strategies utilizing insurance products manufactured by leading third-party insurance carriers to maintain a high quality of client service and support as part of the financial planning process. Key Focus areas focus on identifying new insurance opportunities, strengthening the relationship with developing Advisors and conserving and replacing existing business to retain client insurance policies and relationships internally.

participated in the referral process.).

• Generate life insurance sales revenue and manage the client relationship throughout the full sales cycle from prospecting, application and ongoing service
• Work with Financial Planners to identify insurance sales opportunities within their existing client base
• Provide direct relationship management support to FPs within TD Wealth Management to gain access to their client base
• Work with insurance carrier wholesalers to build awareness and promote their insurance solutions within the TD Wealth offices through leading joint sales and product learning and development events
• Support the underwriting and inforce service requirements resulting from their sales activity to ensure a successful client and business partner experience
• Analyze and build relationships with Mass Affluent clients to recommend sophisticated insurance strategies and solutions as part of a client’s overall financial plan
• Ensure documentation that is prepared accurately and properly reflects the intentions of the client and is consistent with relevant rules/regulations
• Overall management of the client experience through direct client engagement or support of RM’s client engagement

• Contribute to the achievement of business objectives by proactively attracting, acquiring and retaining customers / sales opportunities and referrals, to increase profitability and enable business growth
• Promote and offer full suite of products, sales, services and banking capabilities
• Support the timely and accurate completion of business processes and procedures
• Protect the interests of the organization – identify and manage risks, and elevate non-standard, high risk transactions / activities as necessary
• Ensure documentation that is prepared / completed is accurate and properly reflects client / business intentions and is consistent with relevant rules / regulations
• Plan and execute business development activities, review and communicate results, and adjust tactics accordingly
• Identify, suggest and actively participate in process improvement opportunities
• Ensure necessary due diligence to support the accuracy of all customer transactions / activities
• Keep abreast of emerging issues, trends, and evolving regulatory requirements and…