New Business Specialist - Private Client Advice

TD; Markham; On-site; CAD 79,000 - 112,000; Full time

Job summary

TD Insurance is looking for a Senior Analyst to attract, acquire, and retain high net worth clients through multiple channels. The role emphasizes underwriting to protect profitability and involves face-to-face and phone interactions with clients.

You will develop comprehensive Insurance Plans, collaborate with TD partners, manage your own book of business, and deliver exceptional client service within a supportive team environment.

Qualifications

• OTL license required to be considered for this role (additional licensing may be provided)
• Some travel may be required for this role
• 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

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

Job description

Work Location

Toronto, Ontario, Canada

Hours

35

Line Of Business

TD General

Pay Details

$79,100 - $111,700 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.

Job Description

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 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.

Welcome to Private Client Advice! Since its inception in 2018, Private Client Advice (PCA) 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.

Job Description

As part of the new business team within TD Insurance, Private Client Advice, the Senior Analyst 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

We Will Also Count On You To

• 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

Job Requirements

• An OTL license is required to be considered for this role (additional consideration may be provided to applicants with additional licensing)
• Some travel may be required for this role
• 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

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. Everyday, we strive to make every interaction, product and experience remarkably human and refreshingly simple for more than four million customers who count on us.

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 programs to help you unlock future opportunities.

If you’re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.

We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.

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