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Estate Planning Associate (Insurance) at TD Bank - ApplyBlast

Estate Planning Associate (Insurance)

TD Bank

3 months ago

Toronto, Ontario, Canada

Onsite

Full Time

Senior

0 applicants

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About this role

This role provides administrative and sales support to TD Wealth Sales Channels, ensuring timely handling of new insurance applications, underwriting cases, and policy services. The position involves business development activities, marketing support, and direct client engagement to maintain a positive client experience while adhering to compliance and risk standards.

Responsibilities

Process new business for Estate Planning Advisors and Investment Advisors
Verify, witness, and settle new insurance policies
Provide ongoing insurance sales support to advisors within the region
Maintain application quality assurance and monitor pending cases
Ensure compliant business practices regarding insurance products and regulations

Skills

Qualifications

Level 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).