Insurance Sales Support Professional
3 weeks ago
TD Bank is a leading financial institution that offers a wide range of capital markets products and services to corporate, government, and institutional clients.
With over 6,500 professionals operating across the globe, we help clients meet their needs today and prepare for tomorrow.
Salary and BenefitsWe offer an estimated salary of $63,000 - $90,000 CAD per annum, reflecting our commitment to providing fair and equitable compensation opportunities to all colleagues.
Our Total Rewards package includes a base salary, variable compensation, health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs.
Job DescriptionWe are seeking an Insurance Sales Support Professional to join our team. The successful candidate will provide comprehensive administrative and marketing support to Estate Planning Advisors (EPA's) day-to-day operations.
Key responsibilities include processing new business for EPAs and Investment Advisors Portfolio Managers and Financial planners, following up and monitoring in-force and pending cases, maintaining application quality assurance, verifying, witnessing, and settling new insurance policies, and delivering ongoing insurance sales support to all advisors within the region.
The role also involves managing the client experience through direct client engagement or support of RM's client engagement, initial stage risk mitigation oversight for TDWISI to ensure compliant business practices, and prioritizing and managing own workload to meet SLA requirements for service and productivity.
Required Skills and QualificationsTo be successful in this role, you will require a University degree, 3+ years of service experience in the Life Insurance industry in an administrative or Sales supporting role, Level 2 Life License or LLQP, and ACS, AALU, CFP, CLU, TEP, CHS, or willingness to work towards any of these designations.
About This OpportunityThis is an exciting opportunity to develop your skills and expertise in insurance sales support and contribute to the success of our team. If you are passionate about delivering exceptional customer service and have a strong interest in the life insurance industry, we encourage you to apply.
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