Estate Planning Associate (Insurance)
The Toronto-Dominion Bank (Canada)
Opportunity Description
Description
: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 (r...
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