Estate Planning Advisor; Insurance
Description
:TD Wealth, Private Wealth Management (PWM) provides high-net worth (HNW) clients with holistic discovery and planning towards customized wealth advice and solutions. Based on the commitment to discovering and achieving what truly matters to each client, PWM leverages a distinct discovery process and an integrated, team-based approach to build a wealth strategy that reflects each client's unique needs.
Wealth Insurance Services offer HNW clients comprehensive insurance based solutions to assist clients in creating, preserving and transitioning their wealth through a number of tax advantaged strategies utilizing insurance products manufactured by leading third-party insurance carriers.
This role is responsible for analyzing and building relationships with HNW clients to provide sophisticated insurance strategies as part of the client’s overall financial plan. Offer insurance solutions utilizing insurance products manufactured by leading third-party insurance carriers.
Accountabilities
Supporting HNW & UHNW clients and developing comprehensive plans that are tax efficient, profitable, and address insurance coverage
Generate life insurance sales and manage throughout the sales cycle from prospecting, application and ongoing service
Work with various channels 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
Promote and offer full suite of Estate Planning products, services and banking capabilities
Develop & implement sales strategies to proactively attract, acquire and retain clients & sales 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 risk
Maintain a culture of risk management and control, supported by effective processes in alignment with risk appetite
Recommend best practices to improve products or services
Keep current on emerging trends and grow knowledge of the business, related tools and techniques
Requirements
University degree
8 to 10 years of experience in the Canadian Life Insurance Industry, preferably in sales and possess a CFP, CLU, CHFC or similar designations.
Must be life insurance licensed
Proven experience building
Deep understanding of investments, tax, legal issues associated with life insurance and related products.
Lead by example managing complex account management processes
Excellent communication & influencing skills
Who We Are:
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience.
TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.
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…
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