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Insurance Advisor

2 months ago


Ottawa, Ontario, Canada TD Full time
TD Insurance Advisor Role

We're seeking a skilled Insurance Advisor to join our team at TD. As a valued member of our Contact Centre Team, you will play a key role in delivering exceptional customer service and providing personalized advice to our clients.

Key Responsibilities:
  1. Customer Service Expertise: Provide outstanding customer service by deepening relations through value-based advice conversations, friendly support, and knowledge of TD products, services, and solutions.
  2. Performance Goals: Consistently reach performance objectives, including customer experience survey results, advice and quality goals, compliance regulations, and productivity targets.
  3. Continuous Learning: Actively participate in ongoing training and coaching support to help you continue to grow and develop in your role.

Work Environment: This role operates in a hybrid workplace model, with a mix of collaborative and independent activities. You will be expected to work from a TD premise at least 2 days a week and have flexibility to work from your secure, private home office on other days that meet minimum system requirements.

Requirements: Secondary school diploma or equivalent level of education and a decision issued by the AMF recognizing at least three years of full-time employment experience. Must be available to work Monday - Friday between 8am - 11pm and Saturdays between 9am - 6pm. Exceptional listening skills and a curiosity to help customers meet their needs and resolve concerns with value-based advice conversations. Ability to multitask and navigate through computer systems, applications, and multiple screens with speed and accuracy while balancing performance to meet a variety of metrics. Digital literacy across a broad range of devices. Integrity when managing sensitive customer information in alignment with Regulatory and Compliance guidelines related to servicing and sales practices. Ability to communicate effectively with customers and colleagues, both verbally and in writing. General Insurance (Ex: Other Than Life for Ontario) and/or license in your home province is an asset. Must be fluent in both English and French.

Additional Information: We're committed to providing the support our colleagues need to thrive both at work and at home. Through regular colleague development conversations, training programs, and a competitive benefits plan, we're dedicated to helping our team members grow and succeed in their careers.