Estate Planning Associate (Insurance)

TD•Vancouver, BC

2d•Onsite

About The Position

In this role you will be responsible for providing quality administrative & sales support to TD Wealth Sales Channels to ensure all new insurance applications, pending underwriting cases and policy service support are handled in a timely and efficient manner to ensure a positive client experience. You will support optimal business engagement through Business Development Activities, marketing and direct client facing activities. Furthermore, you are expected to: Provide comprehensive administrative and marketing support to Estate Planning Advisors (EPA’s) day to day operations Process new business for EPAs and Investment Advisors Portfolio Managers and Financial planner which are facilitated by the EPA Follow-up and monitor enforce and pending cases Maintain application quality assurance Verify, witness and settle new insurance policies Provide policy change (replacement) servicing Deliver ongoing insurance sales support to all advisors within region Keep the TDWISI Sale Channels informed and up-to-date about the status/progress of projects and/or all relevant or useful information related to day to day activities Overall management of the client experience through direct client engagement or support of RM's client engagement Maintain a current and comprehensive knowledge of Compliance, Risk and Regulators to ensure compliant business practices are supported and guidance provided to the Advisor base supported

Requirements

3+ years of service experience in the Life Insurance industry in an administrative or Sales supporting role
Level 2 Life License or LLQP (or attained within the first 6 months of start date)
Requires comprehensive knowledge of life, critical illness and disability insurance processing and products
In-depth understanding and practical knowledge of insurance solutions (products and services, processes, procedures and systems) with client and wealth management team relationship building
Strong communication skills with ability to work in team as well as independently

Nice To Haves

University degree considered an asset
Designations such as, Certified Financial Planner (CFP), Certified Life Underwriter (CLU), Chartered Financial Consultant (CHFC) or similar designations are considered an asset

Responsibilities

Provide comprehensive administrative and marketing support to Estate Planning Advisors (EPA’s) day to day operations
Process new business for EPAs and Investment Advisors Portfolio Managers and Financial planner which are facilitated by the EPA
Follow-up and monitor enforce and pending cases
Maintain application quality assurance
Verify, witness and settle new insurance policies
Provide policy change (replacement) servicing
Deliver ongoing insurance sales support to all advisors within region
Keep the TDWISI Sale Channels informed and up-to-date about the status/progress of projects and/or all relevant or useful information related to day to day activities
Overall management of the client experience through direct client engagement or support of RM's client engagement
Maintain a current and comprehensive knowledge of Compliance, Risk and Regulators to ensure compliant business practices are supported and guidance provided to the Advisor base supported