Sales Business Development Manager, PCA, TD Insurance

Sales Business Development Manager, PCA, TD Insurance Join to apply for the Sales Business Development Manager, PCA, TD Insurance role at TD Securities. Job Details Work Location: Toronto, Ontario, Canada Hours: 35 Line Of Business: Sales & Customer Distribution Support Pay: $88,500 - $132,700 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. About TD Insurance TD Insurance is part of TD Bank Group, one of Canada’s largest financial institutions. TD Insurance helps protect clients from the ‘accidents of life’ with a wide range of products including credit protection, life, health, travel, home and auto insurance. With more than three million clients, TD Insurance authorised products and services are available online, over the phone, and through a network of more than 1,000 TD Canada Trust branches. In Canada, we have two lines of business, General Insurance and Life and Health. Our General Insurance business is one of the top home and auto insurance groups in Canada and the national leader in group insurance and affinity marketing. Our Life and Health business is the number one provider of critical illness insurance and direct life and health insurance in Canada. At TD Insurance, we are committed to fostering an inclusive, accessible environment. With a Canada‑wide workforce of over 4,000 employees and offices in Atlantic Canada, Quebec, Ontario and Alberta, our company is always growing and can help you to grow. TD Insurance offers a stable and dynamic work environment where talent is appreciated, and professional development is taken seriously. More than just a job, we offer rewarding careers. Private Client Advice (PCA) Welcome to Private Client Advice Since its inception in 2018, Private Client Advice has grown fast and profitably. We offer an insurance service that appreciates our client's efforts to build their prized assets, which may include everything from cars and properties, to wine, jewelry or art. Private Client Advice is a bespoke insurance experience, tailored with our clients in mind and customized to ensure that the assets they've worked so hard to acquire are fully protected. Our goal is to exceed our client's expectations. The Support team partners with account managers, the new business team and appraisers to meet this goal. If this was enough to peak your curiosity and you want to learn more about us, check out our web page: https://www.tdinsurance.com/products-services/private-client-insurance. Role Overview As part of the New Business team within TD Insurance, Private Client Advice, the Manager Business Development will be responsible for attracting, acquiring and retaining high net worth clientele through various acquisition channels. The incumbent will have a growth mindset, be solutions oriented, strategic, and deliver exceptional client service. The role will require an underwriting focus to protect the profitability of the high net worth portfolio. Face‑to‑face and over the phone interactions will be required. Responsibilities Conduct in‑depth discovery of client assets, financial goals, risk tolerance and create a comprehensive Insurance Plan with tailored high net worth strategies. Identify referral opportunities and work with TD partners to franchise each new client. Work collaboratively with various TD partners including Product, Pricing, Underwriting, Claims, high net worth inspectors. Retain and service your own book of business. Establish and maintain a solid network with TD Wealth to build a pipeline of prospects and focus on opportunities to franchise each client. Maintain 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. Represent TDI and TDBG to the general public in a professional manner. Participate in the local community and support TDI charity and community initiatives. Participate fully as a member of the team and support a positive work environment that promotes the business' vision and legendary client experience. Binding authority of $10MM. Amplify the TD Insurance brand by having a solid understanding of community investment and impact; and strong connections in the Business community. Develop and maintain key relationships with clients and COIs within the community. Work with multiple internal business partners across the organization. Develop and lead the execution of Business Insurance Business Development Strategy. Accountable for amplifying the TD Insurance brand and the growth of businesses GWP portfolios – by deepening and fostering new relationships and driving new to TDI business. Assist in developing a best in class distribution model focusing on a superior customer experience and insurance advice at every interaction. Accountable to support driving new opportunities for PCA growth through new distribution channels, develop strategies and help with implementation to achieve desired goals and objectives. Lead the analysis required to inform strategic recommendations for HNW/UHNW categories, networks and retail brands that offer potential leads for PCA leveraging data, financials, consumer insights, industry trends and competition. Support PCA Segmentation development to apply in marketing and strategic partners and distribution channels to help drive future profitable growth. Lead discussions with PCA leadership and other key stakeholders across the organization to influence buy‑in of strategy and support for development and implementation. Collaborate with leaders, cross functional teams and external partners in support of the strategy, solutions and actions to accelerate growth, optimise delivery and the experience. Support the 5‑year strategy for PCA addressing new business (leads/quotes/sales), service experiences (retention/engagement), product development, and enhanced processes. Work with multiple internal business partners across the organization. Maintain a strong focus on collaboration within the OneTD framework to deepen relationships, enhance client experience, and contribute to integrated business success. Regular travel to TD branch locations required. Requirements An OTL license is required to be considered for this role (additional consideration may be provided to applicants with additional licensing). 5+ years experience working in insurance sales is required. Experience working in a commission‑based sales role is a strong asset. Strong customer relationship management skills. Previous experience managing high net worth clients is considered a strong asset. Proven ability to manage multiple projects, rapid and overlapping priorities and act with decisiveness and sound judgement. Innovative approach, always curious and values diversity of perspectives to uncover blind spots and solve challenges that may arise. Experience and proven skills working with and engaging across different areas and functions, including the ability to convey a compelling story and influence persuasively to a common goal. Who We Are As part of TD Bank Group, one of Canada's largest financial institutions, at TD Insurance, we care for Canadian families, making it easy to get the best advice, protection, and support in their moments of need, always. TD Insurance offers a wide range of products, including General Insurance and Life and Health. More than four million customers count on us. As the largest direct‑to‑consumer insurer in Canada, we are always innovating and providing exciting and rewarding career opportunities for our Canada‑wide workforce. 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. Learn more. 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 at home. Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements. Colleague Development If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programmes to help you unlock future opportunities. Training & Onboarding We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role. Interview Process We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation Your accessibility is important to us. Please let us know if you’d like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process. Language Requirement (Quebec Only) Sans Objet Seniority level Mid‑Senior level Employment type Full‑time Job function Business Development and Sales, Investment Banking Referrals increase your chances of interviewing at TD Securities by 2x. Get notified about new Sales Business Development Manager jobs in Toronto, Ontario, Canada. #J-18808-Ljbffr