Senior Private Client Insurance Advisor
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The Senior Private Client Insurance Advisor will be responsible to attract, acquire and retain HNW clientele through various acquisition channels. The incumbent will have a growth mindset, be solutions oriented, strategic and deliver exceptional client service. The role will require an underwriting focus to protect the profitability of the HNW portfolio. Face to face and over the phone interactions will be required.
We will count on you to:
•Conduct in-depth discovery of client assets, financial goals, risk tolerance and create a comprehensive Insurance Plan with tailored HNW strategies.
•Identify referral opportunities and work with TD partners to franchise each new client.
•Work collaboratively with various TD partners including Product, Pricing, Underwriting, Claims, HNW inspectors
•Establish and maintain a solid network with TDW to build a pipeline of prospects and focus on opportunities to franchise each client
•Maintain 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.
•Represent TDI and TDBG to the general public in a professional manner.
Participate in the local community and support TDI charity and community initiatives.
•Participate fully as a member of the team and support a positive work environment that promotes the business' vision and legendary client experience.
•The HNW staff will also have tiered binding authority with this HNW advisor having a binding authority of $10M Requirements
5+ years Personal Lines experience, with preference to those servicing high net worth clients
• RIBO or OTL License (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 Hours
At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live and serve. If you require an accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.