Wealth Insurance Specialist

1 month ago

Canada, CA TD Bank Full time
Wealth Insurance Specialist (Bilingual)

Work Location: Canada

Hours: 37.5

Line of Business: TD Wealth

Pay Details: We’re committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with a member of our HR Team and ask compensation related questions, including pay details for this role.

Job Description:

Department Overview

TD Waterhouse Insurance Services Inc. is part of TD Wealth Specialized Planning team; a team of professionals who work with advisors to help families protect, grow, and successfully transition their wealth by delivering world-class advice and legendary client experience. TDWISI provides high net worth clients with comprehensive insurance-based solutions to assist clients in building, preserving, and creating wealth through several tax advantaged strategies.

Reporting to the Manager, WISI National Office, the Life Insurance Specialist is a licensed insurance professional with policy sales and servicing experience. They demonstrate a strong knowledge of insurance concepts and strategies to effectively carry out 3 core accountabilities: risk oversight, sales advice, and advisor training.

Wealth Management
  • Work as part of a team that provides oversight of the ever-growing TDWIS in force block of business, currently over 21,000 policies, with a focus on high-risk policies to ensure client objectives/needs continue to be met.
  • Provide direct oversight and control of; and act as the main contact point for policy service and maintenance of a book of clients assigned.
  • Maintain oversight of contractual policy changes, including such high-risk transactions as cash value withdrawals, face amount reductions, ownership changes, etc., all with the mandate of mitigation of financial, reputational, and regulatory risk.
  • Identify revenue generating opportunities to cross-sell and up-sell including term renewals, replacements and conversions and living benefit solutions.
  • Provide high quality professional advice to clients ensuring suitability of products recommended and sold while adhering to regulatory requirements.
  • Work closely with life insurance carrier experts, including product specialists and marketing actuaries, to investigate and clearly communicate solutions to complicated cases including client complaints.
  • Create and deliver insurance training material for new and existing advisors.
  • Develop and manage ongoing partnerships and relationships across various TD Wealth lines of business as well as with external partners.
  • Develop a strong knowledge of the TD Wealth Insurance business and the Insurance regulatory environment.
  • Maintain awareness of insurance products, initiatives, and developments in the industry and in force services offered by external providers.

Job Requirements

  • At least 5+ years' experience in the life insurance business.
  • Life insurance license and sales experience, mandatory.
  • Certified Financial Planner (CFP) and/or Chartered Life Underwriter (CLU) designation is an asset.
  • Experience working in a corporate environment is an asset.
  • Strong working knowledge in French.

Competencies and Personal Qualities:

  • High energy and highly motivated, self-starter, results-oriented individual with a commitment to providing an exceptional level of service.
  • Demonstrated ability to work independently and possess self-management skills.
  • Strong insurance industry background and in-depth working knowledge of insurance products, sales concepts and in force policy service strategies.
  • Proven relationship management and leadership skills and strong team player.
  • Effective organizational skills with the ability to prioritize and meet timelines.
  • Proven ability to manage effectively in a multitasking environment, while executing with accuracy.
  • Excellent interpersonal and communication skills, both written and verbal.
  • Strong analytical, investigative, and problem resolution skills.
  • Strong project/program management and presentation skills.
  • Expertise in Excel, PowerPoint, Word, and other relevant applications.
  • Strong understanding of provincial regulatory requirements for policy management.

Language Requirement: Maîtrise d’une langue autre que le français pour offrir du soutien ou traiter avec des employés ou des collègues qui ont besoin de services et de soutien dans une langue autre que le français.

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