ApplyBlast uses AI to match you with the right jobs, tailor your resume and cover letter, and apply automatically so you can land your dream job faster.

Features

Auto Apply Resume Optimizer Cover Letter Optimizer Interview Prep

Company

Social Media

Need Help?

team@applyblast.com

Wealth Insurance Advisor at TD Bank - ApplyBlast

Wealth Insurance Advisor

TD Bank

2 days ago

Toronto, Ontario, Canada

Onsite

Full Time

Medior

0 applicants

View Job Listing

Apply to 100+ jobs

About this role

The Wealth Insurance Advisor generates insurance sales revenue by offering insurance solutions and strategies to clients referred by Wealth relationship managers. This role focuses on identifying new insurance opportunities, strengthening relationships with developing Advisors, and retaining existing client insurance policies. The position involves managing the full sales cycle, from prospecting to ongoing service, while ensuring compliance with regulations and supporting underwriting processes.

Responsibilities

Generate life insurance sales revenue and manage client relationships throughout the full sales cycle
Work with Financial Planners to identify insurance sales opportunities within existing client bases
Analyze and build relationships with Mass Affluent clients to recommend sophisticated insurance strategies

Skills

Qualifications

University degreeLife Insurance licensedCertified 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).