Job opportunity
Life Insurance Advisor TD Wealth
TD
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.
#J-18808-Ljbffr
Apply on source site 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.
#J-18808-Ljbffr