398361BR
Insurance
Toronto, ON
February 3, 2023

Company Overview
Tell us your story. Don\xe2\x80\x99t go unnoticed. Explain why you\xe2\x80\x99re a winning candidate. Think \xe2\x80\x9cTD\xe2\x80\x9d if you crave meaningful work and embrace change like we do. We are a trusted North American leader that cares about people and inspires them to grow and move forward. Stay current and competitive. Carve out a career for yourself. Grow with us. Here\xe2\x80\x99s our story: jobs.td.com Department Overview
TD Insurance is part of TD Bank Group, one of Canada\xe2\x80\x99s largest financial institutions. TD Insurance helps protect clients from the \xe2\x80\x98accidents of life\xe2\x80\x99 with a wide range of products including credit protection, life, health, travel, home and auto insurance. With more than three million clients, TD Insurance authorized 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. Since its inception in 2018, Private Client Advice (PCA) has grown fast and profitably. This department supports our account managers and new business in assissting high net worth clients.
The Senior Private Client Insurance Advisor will be responsible for attracting, acquiring and retaining HNW (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 HNW portfolio. Face to face and over the phone interactions will be required. Responsibilities of the role include but are not limited to the following:

• Conduct in-depth discovery of client assets, financial goals, risk tolerance and create a comprehensive Insurance Plan with tailored HNW 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, HNW 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.
• 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\xe2\x80\x99 vision and legendary client experience.

Requirements

• OTL license is required \xe2\x80\x93 Any additional (Quebec, Atlantic) licensing to sell insurance policies would be considered a strong asset for the role
• 5+ years experience working in Insurance sales is required
• experience in underwriting insurance policies is considered a strong asset
• Strong customer relationship management
• Previous experience managing high net worth clients is considered a strong asset

Hours
35 \xe2\x80\x93 Monday to Friday 10-6pm MST Inclusiveness
At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live and serve. If you require an accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.