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About the role
Key responsibilities & impact- 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
What you’ll need- 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
- 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
Benefits
Comp & perks- Growth opportunities and skill development
- 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
life insurance salesaccount managementsales strategiesrisk managementestate planningtax efficiencyinsurance coverageclient acquisitionbusiness growth
Soft Skills
communication skillsinfluencing skillsleadershiporganizational skills
Certifications
CFPCLUCHFClife insurance license