Financial Advisor Trainee- Northern Manhattan

Location: New York

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*** Obtains the requisite set of skills to qualify for the role of Financial Advisor Associate within a specified time frame
* Actively calls and meets with TD Bank customers and prospects with the goal to deepen customer relationships, assist with customer service issues, and identify customer financial needs
* Utilizes a financial needs assessment tool to identify annuity and insurance sales opportunities as well as referral opportunities to TD Wealth businesses and affiliates
* Meets the insurance agency requirements, policies and procedures to effectuate annuity and insurance sales, including for qualified accounts in accordance and compliance with all of TD Wealth's policies and procedures
* Recommends and provides direct sales and fulfillment of insurance and annuity solutions, where suitable
* Able to provide TD Bank employees information and education on wealth products & service offerings, including training on annuities and insurance products
* Able to provide sales training on annuity and insurance offerings for TD Bank licensed insurance agents
* Maintains on-going relationships with insurance and annuity clients and refers to TD Wealth businesses and affiliates based on customer wants and needs
* Responsible for all aspects of insurance and annuity business in their region, including sales and renewal process, application intake, delivery, and other servicing needs
* Maintains close relationship with Insurance Companies to achieve excellent customer service
* Develops detailed understanding of products and services offered within TD Wealth businesses and affiliates in order to make appropriate referrals for each customer
* Maintains expert knowledge of the annuity and insurance products, local market, competitive offers, economic and regulatory trends
* Responsible for accurate and complete reporting, as required by management
* Meets regularly with Retail Bank employees to educate on annuity and insurance products and offerings from TD Wealth businesses and affiliates
* Bachelor's Degree strongly preferred
* 1+ years of relevant work experience or college degree
* SIE required
* Ability to obtain Life & Health, Series 7 and Series 66 (or equivalent) within Licensing & Registration Schedule
* Self-directed, with strong ability to plan own activities to achieve sales and referral goals
* General understanding of wealth products and services
* Strong verbal and written communication skills
* Strong organizational and time management skills
* Ability to travel to our FA training class upon obtaining all required licenses and registration
* Ability to commute to assigned office for in-person training & studying five days a week
* Understands and supports the Bank's Customer Service Strategy
* Considers the impact of decisions on the well-being of TD, its Customers and stakeholders
* Provides the highest level of Customer service when dealing with internal partners, vendors or our Customers - WOW at every opportunity
* Models quality service delivery at every interaction
* Leads and contributes to the ongoing improvement of the partner / Customer experience
* Be engaged in…