Build life insurance sales revenue with TD Wealth in Toronto, applying client relationship management and sophisticated insurance strategies. This position offers 37.5 hours weekly.
As a Wealth Insurance Advisor, you will support financial planners and wealth relationship managers throughout the insurance sales cycle. The work includes prospecting, applications, ongoing service, Mass Affluent client analysis, and insurance solutions from third-party carriers. You will also support underwriting, policy management, and accurate documentation while identifying referral opportunities.
Key Responsibilities:
- Generate life insurance sales revenue throughout the full sales cycle
- Identify insurance opportunities within existing financial planning client bases
- Recommend sophisticated strategies for Mass Affluent clients
- Support underwriting and inforce service requirements
- Manage client relationships and insurance policy service needs
Requirements:
- University degree
- Five or more years in Canadian Life Insurance
- Experience in a sales capacity
- Life Insurance license
- CFP, CLU, CHFC, or CHIS considered an asset
Bring life insurance expertise, sales capability, and relationship management skills to TD Wealth's Toronto advisory practice.
📌 Life Insurance Sales Advisor Toronto
🏢 TD
📍 Toronto