New Business Specialist - Private Client Advice

Meloche Monnex Inc.; Toronto; On-site; CAD 79,000 - 112,000; Full time

Job summary

TD Insurance, part of TD Bank Group, seeks a Senior Analyst to attract, acquire, and retain high net worth clients, applying underwriting focus to protect profitability. You will work across TD partners and teams to build a premium advisory book and deliver exceptional client service in a dynamic environment.

Responsibilities include conducting comprehensive discovery, leveraging referrals, and collaborating with Product, Pricing, Underwriting, and Claims to franchise new opportunities.

Qualifications

• Attract, acquire and retain high net worth clientele through multiple channels.
• Grow and protect profitability of a high net worth portfolio through underwriting focus.
• Maintain up-to-date knowledge of TD Insurance policies and regulatory requirements.

Responsibilities

• Conduct in-depth discovery of client assets, financial goals, and risk tolerance; create a tailored Insurance Plan for high net worth clients.
• Identify referral opportunities and collaborate with TD partners to franchise new clients.
• Coordinate with Product, Pricing, Underwriting, Claims, and inspectors to support client needs.
• Retain and service your own book of business and build a pipeline with TD Wealth.
• Represent TD Insurance and TD Bank Group to clients and the public in a professional manner.
• Participate in local community and TD charity initiatives.

Skills

Client acquisition

Underwriting

High net worth

Client service

Education

OTL license

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.

Senior Analyst – 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