Wealth Specialist I {Chinatown}


: $94,283.33 - $178,020.00 /year *

Employment Type

: Full-Time


: Financial Services - Banking/Investment/Finance

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Job Requirements

Actively calls and meets with TD Bank customers and prospects with the goal to deepen customer relationships, assist with customer service issues, and identify customer financial needs

Utilizes a financial needs assessment tool to identify annuity and insurance sales opportunities as well as referral opportunities to TD Wealth businesses and affiliates

Meets the insurance agency requirements, policies and procedures to effectuate annuity and insurance sales, including for qualified accounts in accordance and compliance with all of TD Wealth's policies and procedures

Recommends and provides direct sales and fulfillment of insurance and annuity solutions, where suitable

Provides TD Bank employees information and education on wealth products & service offerings, including training on annuities and insurance products

Provides sales training on annuity and insurance offerings for TD Bank licensed insurance agents

Maintains on-going relationships with insurance and annuity clients and refers to TD Wealth businesses and affiliates based on customer wants and needs

Responsible for all aspects of insurance and annuity business in their region, including sales and renewal process, application intake, delivery, and other servicing needs

Maintains close relationship with Insurance Companies to achieve excellent customer service

Develops detailed understanding of products and services offered within TD Wealth businesses and affiliates in order to make

appropriate referrals for each customer

Maintains expert knowledge of the annuity and insurance products, local market, competitive offers, economic and regulatory trends

Responsible for accurate and complete reporting, as required by management

Meets regularly with Retail Bank employees to educate on annuity and insurance products and offerings from TD Wealth businesses and affiliates

Must be eligible for employment under regulatory standards applicable to the position.

Job Description

The Wealth Specialist I proactively deepens relationships with existing TD Bank customers within a specified territory. The Wealth Specialist I, as licensed insurance agent, is responsible for facilitating access to wealth and banking products and services across all customer segments. This job initiates contact with customers referred through TD Bank and pre-approved lead lists. This role will meet with Customers to review their needs using a financial needs assessment tool, as well as the customer's stated preferences, to identify and refer Customers to the proper TD Wealth businesses or affiliates and/or effectuate annuity and insurance sales. The Wealth Specialist I also provides TD Bank employees within their territory with information describing products and business offerings to educate employees in identifying potential referral opportunities to TD Wealth businesses or affiliates.


Life and Health Insurance License

Bachelor's Degree or equivalent experience

2 + years of financial services related experience at a retail bank level

1+ years of Life Insurance sales experience

Completion of TD Wealth's IRA certification training program

Self-directed, with developing ability to plan own activities to achieve sales and referral goals

In-depth knowledge of Insurance and Annuity products, features, benefits, suitability and industry regulations

General understanding of wealth products and services

Strong verbal and written communication skills

Strong organization and time management skills

Employment Type

Associated topics: banking solution, counselor, loan, loan underwriter, mortgage, mortgage originator, mortgage servicing officer, personal banker iv, relationship, sell * The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.

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