At a Glance
- Tasks: Drive life insurance sales and build relationships with Mass Affluent clients in Toronto.
- Company: Join TD Wealth, a leader in financial services with a focus on client success.
- Benefits: Enjoy competitive salary, full-time hours, and opportunities for professional growth.
- Other info: Collaborative environment with strong support from Financial Planners and ongoing learning opportunities.
- Why this job: Make a real impact by helping clients secure their financial futures with tailored insurance solutions.
- Qualifications: University degree and 5+ years in the Canadian life insurance industry required.
The predicted salary is between 63000 - 77000 $ per year.
Drive life insurance sales in Toronto with TD Wealth, applying insurance expertise and relationship management to serve Mass Affluent clients. Full-time hours total 37.5 weekly.
As a Wealth Insurance Advisor, you will generate revenue through referrals from Wealth relationship managers.
You will recommend insurance strategies using products from leading third-party carriers.
The work combines client relationship management, business development, financial planning support, and ongoing policy service.
You will also collaborate with Financial Planners and carrier wholesalers to identify opportunities, support learning events, and strengthen internal relationships.
This experienced professional role requires advanced knowledge of insurance products, related investment, tax, and legal issues, plus problem-solving skills for complex transactions.
Key Responsibilities
- Generate life insurance revenue throughout prospecting, application, and service cycles
- Identify insurance opportunities within Financial Planners' existing client bases
- Recommend sophisticated strategies for Mass Affluent clients' financial plans
- Support underwriting and inforce service requirements after sales
- Manage client experiences through direct or relationship-manager engagement
Requirements
- University degree
- Five or more Canadian life insurance industry years
- Sales experience within the Canadian life insurance industry
- Life Insurance licence
- CFP, CLU, CHFC, or CHIS completion considered an asset
Use life insurance knowledge, financial planning support, and relationship management to grow TD Wealth client solutions in Toronto.
Life Insurance Sales Advisor – Toronto employer: TD Bank Group
TD Bank Group is an exceptional employer that fosters a collaborative and innovative work culture, particularly in the dynamic field of Payments Modernization. Employees benefit from comprehensive professional development opportunities, competitive compensation, and a commitment to work-life balance, all while being part of a leading financial institution located in the vibrant city of Toronto.
