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Wealth Specialist {Staten Island/Eltingville}

Job Description
The Wealth Specialist proactively deepens relationships with existing TD Bank customers within a specified territory. The Wealth Specialist, 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 also provides TD Bank employees within their territory with information describing products and business offerings to educate employees in identifying referral opportunities to TD Wealth businesses or affiliates.Job Requirements
• Actively calls and meets with TD Bank customers and prospects, and actively calls high opportunity 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
• Meet the insurance agency requirements, policies and procedures to effectuate annuity and insurance sales, including for qualified accounts in accordance and compliance with TD Wealth's policies and procedures related to the Department of Labor Fiduciary Rule
• Recommend and provide direct sales and fulfillment of insurance and annuity solutions, where suitable
• Provide TD Bank employees information and education on identifying Wealth prospects, wealth products & service offerings, including training on annuities and insurance products
• Provide 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
• Contributes toward the achievement of Wealth sales and business development objectives by meeting or exceeding individual sales goals
• Maintain 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
• Meet regularly with Retail Bank employees to educate on annuity and insurance products and offerings from TD Wealth businesses and affiliates
Qualifications
• Life and Health Insurance License
• Bachelor's Degree or equivalent experience
• 3+ Years of Life Insurance sales experience
• Self-directed, with developing ability to plan own activities to achieve sales and referral goals
• Two years of financial services related experience at a retail bank level
• 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