Estate Planning Associate (Insurance)
Work Location
Toronto, Ontario, Canada
Hours:
37.5
Line of Business:
TD Wealth
Pay Details:
$52,700 - $74,400 CAD
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 at TD. Our 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.
Job Description:
In this role you will be responsible for providing quality administrative & sales support to TD Wealth Sales Channels to ensure all new insurance applications, pending underwriting cases and policy service support are handled in a timely and efficient manner to ensure a positive client experience. You will support optimal business engagement through Business Development Activities, marketing and direct client facing activities.
Furthermore, you are expected to:
- Provide comprehensive administrative and marketing support to Estate Planning Advisors (EPA's) day to day operations
- Process new business for EPAs and Investment Advisors Portfolio Managers and Financial planner which are facilitated by the EPA
- Follow-up and monitor enforce and pending cases
- Maintain application quality assurance
- Verify, witness and settle new insurance policies
- Provide policy change (replacement) servicing
- Deliver ongoing insurance sales support to all advisors within region
- Keep the TDWISI Sale Channels informed and up-to-date about the status/progress of projects and/or all relevant or useful information related to day to day activities
- Overall management of the client experience through direct client engagement or support of RM's client engagement
- Maintain a current and comprehensive knowledge of Compliance, Risk and Regulators to ensure compliant business practices are supported and guidance provided to the Advisor base supported
Job Requirements
- University degree considered an asset
- 3+ years of service experience in the Life Insurance industry in an administrative or Sales supporting role
- Level 2 Life License or LLQP (or attained within the first 6 months of start date)
- Requires comprehensive knowledge of life, critical illness and disability insurance processing and products
- Designations such as, Certified Financial Planner (CFP), Certified Life Underwriter (CLU), Chartered Financial Consultant (CHFC) or similar designations are considered an asset
- In-depth understanding and practical knowledge of insurance solutions (products and services, processes, procedures and systems) with client and wealth management team relationship building
- Strong communication skills with ability to work in team as well as independently
Who We Are
Not included in the source posting: what you'll do, benefits.
Who can apply
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