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ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
life insurance salesaccount managementsales strategiesrisk managementestate planningtax efficiencyinsurance coverageclient acquisitionbusiness growth
Soft Skills
communication skillsinfluencing skillsleadershiporganizational skills
Certifications & Qualifications
CFPCLUCHFClife insurance license
Industry Keywords
HNW clientsUHNW clientsCanadian Life Insurance Industryinvestment knowledgelegal issuesemerging trends
About the role
Key responsibilities & impact- Supporting HNW & UHNW clients and developing comprehensive plans that are tax efficient, profitable, and address insurance coverage
- Generate life insurance sales and manage throughout the sales cycle from prospecting, application and ongoing service
- Work with various channels within TD Wealth Management to gain access to their client base
- Work with insurance carrier wholesalers to build awareness and promote their insurance solutions within the TD Wealth offices
- Promote and offer full suite of Estate Planning products, services and banking capabilities
- Develop & implement sales strategies to proactively attract, acquire and retain clients & sales to increase profitability and enable business growth
- Promote and offer full suite of products, sales, services and banking capabilities
- Support the timely and accurate completion of business processes and procedures
- Protect the interests of the organization – identify and manage risk
- Maintain a culture of risk management and control, supported by effective processes in alignment with risk appetite
- Recommend best practices to improve products or services
- Keep current on emerging trends and grow knowledge of the business, related tools and techniques
Requirements
What you’ll need- University degree
- 8 to 10 years of experience in the Canadian Life Insurance Industry, preferably in sales and possess a CFP, CLU, CHFC or similar designations.
- Must be life insurance licensed
- Deep understanding of investments, tax, legal issues associated with life insurance and related products.
- Lead by example managing complex account management processes
- Excellent communication & influencing skills
Benefits
Comp & perks- Growth opportunities and skill development
- Health and well-being benefits
- Savings and retirement programs
- Paid time off
- Banking benefits and discounts
- Career development
- Reward and recognition programs