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Estate Planning Associate (Insurance) at TD Bank - ApplyBlast

Estate Planning Associate (Insurance)

TD Bank

5 months ago

Vancouver, British Columbia

Onsite

Full Time

Senior

0 applicants

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About this role

A Support Specialist in the TD Wealth Sales Channels provides administrative and sales support to ensure timely and efficient handling of insurance applications and policy services, maintaining a positive client experience through direct engagement and business development activities.

Responsibilities

Provide administrative and marketing support to Estate Planning Advisors
Process new business for EPAs and Investment Advisors
Follow-up and monitor pending cases
Maintain application quality assurance
Verify, witness and settle new insurance policies

Skills

Qualifications

University degreeLevel 2 Life License or LLQPCertified Financial Planner (CFP)Certified Life Underwriter (CLU)Chartered Financial Consultant (CHFC)

About TD Bank

td.com

Headquarters

Toronto, Ontario, Canada

Company Size

10001+ employees

Founded

2007

View Profile

TD Bank is a U.S.-based retail and commercial bank offering a wide range of personal and business financial products, including checking and savings accounts, credit cards, personal loans, mortgages, and home equity options. The bank provides online and mobile banking services as well as in-store appointments with banking specialists. TD Bank is FDIC-insured and operates as the U.S. subsidiary of Toronto-Dominion Bank (TD Bank Group).