Mortgage Protection Specialist

Work Location:
Vancouver, British Columbia, Canada

Hours:
37.5

Line of Business:
TD Insurance

Pay Details:
$59,500 - $84,000 CAD

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Job Description:

Department Overview:

TD 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 Description:

Our 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 National 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
• 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

Job Requirements:

Experience and Attributes that would be an asset to the team:

• 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

Qualifications/Education

• Experience managing relationships and delivering exceptional customer experiences
• English and Cantonese or Mandarin required

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/stores. 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.

Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental 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, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more

Additional Information:
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

Colleague Development
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.

Training & Onboarding
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.

Interview Process
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

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.

We look forward to hearing from you!

Language Requirement (Quebec only):
Sans Objet