Wealth Insurance Advisor
TD Bank Group(1 month ago)
About this role
A Wealth Insurance Advisor at TD Wealth provides insurance-based solutions to help clients create, preserve, and transition wealth using tax-advantaged strategies. The role focuses on generating life insurance sales via referrals from Private Wealth Management teams and collaborating with insurance carriers and internal partners to deliver tailored solutions for high net worth clients.
Required Skills
- Insurance Sales
- Relationship Management
- Prospecting
- Underwriting Support
- Financial Analysis
- Communication
- Training Delivery
- Marketing
- Compliance Knowledge
- Product Knowledge
Qualifications
- Life Insurance License
- CFP
- CLU
- CHFC
- CHS
- University Degree
About TD Bank Group
td.comExplore TD's online banking services, credit cards, checking accounts, savings accounts, loans and more financial products for you and your business.
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