This role provides comprehensive administrative and sales support to Estate Planning Advisors to ensure efficient handling of insurance applications and policy services
Job Summary
This role provides comprehensive administrative and sales support to Estate Planning Advisors to ensure efficient handling of insurance applications and policy services.
The position requires maintaining a current knowledge of Compliance, Risk, and Regulators to support compliant business practices within the wealth management team.
TD offers a competitive total rewards package including base salary, variable compensation, health benefits, and extensive career development opportunities.
Matching Summary
This role provides comprehensive administrative and sales support to Estate Planning Advisors to ensure efficient handling of insurance applications and policy services.
Salary
Base: $52,700 - $74,400 CAD; Bonus: Discretionary variable compensation award based on performance; Benefits: Health, well-being, savings, retirement programs included
Skills & Requirements
Must-have
Life Insurance industry experience
Insurance application processing
Policy servicing and underwriting
Client engagement and relationship building
Compliance and risk management knowledge
Nice-to-have
Strong communication skills
Team collaboration abilities
Independent work capability
Business development activities
Marketing support experience
Key Requirements
3+ years service experience in Life Insurance industry