AddressHours37.5Workplace ModelHybridPay Details
We're committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with your recruiter and ask compensation related questions, including pay details for this role.
Department OverviewTD Insurance (TDI) is part of TD Bank Group, one of Canada's largest financial institutions. TD Insurance helps protect clients from the 'accidents of life' with a wide range of products including TD Protection Plan, life, health, travel, home and auto insurance. With more than three million clients, TD Insurance authorized products and services are available online, over the phone, and through a network of more than 1,000 TD Canada Trust branches.In Canada, we have two lines of business, General Insurance and Life, Health, and Creditor Insurance. Our Life and Health business is the number one provider of critical illness insurance and direct life and health insurance in Canada.
At TD Insurance, we are committed to fostering an inclusive, accessible environment. With a Canada-wide workforce of over 4,000 employees and offices in Atlantic Canada, Quebec, Ontario and Alberta, our company is always growing and can help you to grow. TD Insurance offers a stable and dynamic work environment where talent is appreciated, and professional development is taken seriously. More than just a job, we offer rewarding careers.Job DetailsOur Mortgage Protection Specialist program is a growing team of professionals that are passionate about our customers' financial wellbeing. We provide robust educational conversations that help our customers make informed decisions about their Credit Protection needs during their homebuying journey. As a team we are committed to your development and growth and welcome you to bring your whole self to work!
Reporting to the Area Manager, Mortgage Protection Specialist, you will partner with Mobile Mortgage Specialists (MMS) and their customers in our key markets to provide education to your customers about their TD Protection Plans options over the phone. If you love connecting with people, building rapport, and supporting their financial well-being, you will enjoy this role. We provide six weeks of facilitator-led training and coaching support when you join the team.
You will contact customers, review their TD Protection Plan options using our TD Protection Plans Assessment Tool, track your leads, and keep your MMS partners updated on your progress.
Your primary accountabilities will include (but are not limited to):
- Providing accurate and up-to-date information and support to our MMS partners and their customers
- Maintain proactive contact with your MMS partners and their customers for the purpose of providing expert Protection Plan advice and achieving improved business results
- Leverage our procedure and call guide to provide correct, compliant information to your customers (you will be trained on our legal and regulatory controls)
- Manage 100-150 leads at a time, with excellent organizational skills to coordinate customer appointments (target of 5 meetings per day via WebEx)
- Share your feedback and partner feedback with the team and contribute to process, operational, and business changes by providing your insights!
- Maintain your workspace securely in your home office
- Team player with exceptional relationship management and the ability to quickly build a connection with your customer and referral partners
- Enthusiastic self-starter with ability to organize, prioritize and manage multiple tasks
- Insurance or Mortgage sales experience, Contact Centre or outbound calling experience or understanding of Creditor Insurance, Real Estate Secured Lending or TD processes and systems
- Change champion and adopter of new tools and technologies
- You like to choose your working hours from 8 am to 8 pm and on weekends so that you can meet your customers when it's convenient for them, and you're comfortable working at home, or at a TD location
- Bilingual in Punjabi and Hindi is considered a strong asset for this role
Qualifications/Education
- Experience managing relationships and delivering exceptional customer experiences
At TD we're guided by our purpose is to enrich the lives of our customers, communities and colleagues, and share a set of values that shape our culture and guide our behavior. In exchange for how our colleagues show up to help TD succeed, we are committed to delivering a colleague experience grounded in Impact, Growth and a Culture of Care. No matter where you work across TD, we empower you to make an impact at work and in your community, explore and grow your career and be part of our caring and inclusive culture.
Making Your Well-being a Priority
A supportive culture that promotes colleague well-being is core to who we are. At TD, we focus on total well-being with extensive programs to help colleagues assess, manage, and improve their well-being across four core pillars — physical, financial, social and mental/emotional. In addition, we champion a safe and inclusive work environment so colleagues feel a sense of belonging and feel supported in their personal and professional growth. Through our focus on well-being, we know that we can help our colleagues thrive, contribute to our culture of care, and support better business outcomes, because when colleagues feel their best, they're more likely to do their best.
Our Total Rewards Package
Our Total Rewards package reflects the investment we make in our colleagues to help them, and their families achieve their well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits including medical, dental, vision & mental health coverage, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs.
How We Work
At TD, we believe in-person connections fuel collaboration and collective creativity. Our workplace experience empowers colleagues to do great work side-by-side at TD locations, while offering flexibility to work remotely where it makes sense for the work and team. Our teams work in one of three workplace models: Hybrid, Onsite and Primarily Remote. Wherever our colleagues are working, they'll always have access to the TD community and experience our culture of care.
Who We Are
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing – and so will you.
At TD, we're committed to fostering an environment where all colleagues are encouraged to bring their authentic selves to work, experience equitable opportunities, and feel respected and supported. We're dedicated to building an inclusive workforce that reflects the diversity of the customers and the communities in which we live and serve.
Accommodation
Your accessibility is important to us. Please let us know if you'd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.
How We're Helping Make an Impact in Communities
TD has a long-standing commitment to help drive progress towards a more inclusive and sustainable future. That's why we launched the TD Ready Commitment in 2018, now a multi-year North American initiative. Under the TD Ready Commitment, we are targeting a total of $1 billion by 2030 in community giving four key, interconnected drivers of change: Financial Security, Vibrant Planet, Connected Communities, and Better Health. It's our goal to help support change, nurture progress, and contribute to making the world a better, more inclusive place for our customers, colleagues, and communities.
We look forward to hearing from you!
