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About the role
Key responsibilities & impact- Conducting an in-depth discovery of client assets, financial goals, risk tolerance and create a comprehensive Insurance Plan with tailored HNW strategies.
- Identifying referral opportunities and coordinate the team of Partners/Advisors to work collaboratively together in order to execute an integrated Plan with the goal of consolidating assets and ensuring TD is primary Financial Institution.
- Working collaboratively with the TDI underwriters, claims advisors and HNW inspectors for insurance solutions.
- Placing specific focus on onboarding clients with investment needs to Investment Management (PIC/PIA).
- Working proactively with direct Manager to develop improved client experience, operational and Practice Management practices, and overall personal development
- Maintaining 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.
- Representing TDI and TDBG to the general public in a professional manner.
- Meeting face to face with customers to understand their needs and desires working with the HNW team to provide the best underwriting experience.
- Participating fully as a member of the team and support a positive work environment that promotes the business' vision and legendary client experience.
Requirements
What you’ll need- 5+ years Personal Lines experience, with preference to those servicing high net worth clients
- Provincially licensed (active and in good standing) required – minimum 1 year
- Willing to get licensed in other provinces and/or territories
- A team player with a strong work ethic
- Excellent interpersonal, presentation, communication and negotiation skills
- Proven sales ability to round-out accounts
- An unwavering commitment to delivering professionalism and expertise to our clients
- Computer proficiency in MS Office products such as Word and Excel
- Robust and varied background in Insurance
- Strong entrepreneurial spirit
- Strong Insurance knowledge across all asset classes that enable wholesome discussions on various Insurance topics (underwriting, pricing, claims, cross border, condo, etc.)
- Recognized ability to engage in a thorough client discovery process and identity opportunities for partner referrals
- Confidence in establishing and managing relationships with sophisticated clients
- Possess strong Centers of Influence relationships and broad network of external advisors
Benefits
Comp & perks- Health and well-being benefits
- Savings and retirement programs
- Paid time off
- Banking benefits and discounts
- Career development
- Reward and recognition programs
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Personal Lines experienceInsurance knowledgeClient discovery processSales abilityUnderwritingPricingClaimsCross border insuranceCondo insurance
Soft Skills
Interpersonal skillsPresentation skillsCommunication skillsNegotiation skillsTeam playerWork ethicProfessionalismEntrepreneurial spiritRelationship management
Certifications
Provincially licensed