Conducting an in-depth discovery of client assets, financial goals, risk tolerance and create a comprehensive Insurance Plan with tailored HNW strategies.
Identifying referral opportunities and coordinate the team of Partners/Advisors to work collaboratively together in order to execute an integrated Plan with the goal of consolidating assets and ensuring TD is primary Financial Institution.
Working collaboratively with the TDI underwriters, claims advisors and HNW inspectors for insurance solutions.
Placing specific focus on onboarding clients with investment needs to Investment Management (PIC/PIA).
Working proactively with direct Manager to develop improved client experience, operational and Practice Management practices, and overall personal development.
Maintaining up-to-date knowledge and understanding of TDI policies and procedures, industry trends and protect the interests and reputation of TDI and its clients by continuous compliance to them.
Representing TDI and TDBG to the general public in a professional manner.
Meeting face to face with customers to understand their needs and desires working with the HNW team to provide the best underwriting experience.
Participating fully as a member of the team and support a positive work environment that promotes the business' vision and legendary client experience.
Requirements
5+ years Personal Lines experience, with preference to those servicing high net worth clients
Provincially licensed (active and in good standing) required – minimum 1 year
Willing to get licensed in other provinces and/or territories
A team player with a strong work ethic
Excellent interpersonal, presentation, communication and negotiation skills
Proven sales ability to round-out accounts
An unwavering commitment to delivering professionalism and expertise to our clients
Computer proficiency in MS Office products such as Word and Excel
Robust and varied background in Insurance
Strong Insurance knowledge across all asset classes that enable wholesome discussions on various Insurance topics (underwriting, pricing, claims, cross border, condo, etc.)
Recognized ability to engage in a thorough client discovery process and identity opportunities for partner referrals
Confidence in establishing and managing relationships with sophisticated clients
Possess strong Centers of Influence relationships and broad network of external advisors.
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