Drive life insurance sales with TD Wealth in Toronto, applying client relationship management and sophisticated insurance strategies.
This experienced professional role supports insurance revenue through referrals from Wealth relationship managers. You will identify opportunities, recommend solutions from third-party carriers, and manage client relationships throughout the sales cycle. The position also supports financial planners and carrier wholesalers.
Key Responsibilities:
- Generate life insurance revenue through prospecting, applications, and ongoing service
- Identify insurance opportunities within Financial Planner client bases
- Recommend sophisticated strategies for Mass Affluent clients
- Support underwriting and inforce service requirements
- Maintain accurate documentation reflecting client intentions and regulations
Requirements:
- University degree
- Five-plus years in Canadian Life Insurance Industry sales
- Life Insurance license
- Knowledge of insurance carriers and product offerings
- CFP, CLU, CHFC, or CHIS considered an asset
Bring life insurance expertise, sales capability, and relationship management skills to TD Wealth's Toronto client experience.
Life Insurance Advisor TD Wealth in Markham employer: TD
TD Securities is an exceptional employer located in Toronto, Ontario, offering a dynamic work environment that prioritizes innovation and professional growth. With a strong commitment to employee development, competitive compensation, and a comprehensive benefits package, TD fosters a culture of collaboration and inclusivity, empowering colleagues to thrive both personally and professionally. Join a forward-thinking team where your contributions are valued, and you can make a meaningful impact in the capital markets sector.
