Drive life insurance sales with TD Wealth in Toronto, applying client relationship management and sophisticated insurance strategies.
This experienced skilled 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.