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TD Bank

Offers banking, loans, and wealth management.

Contact Center Representative 4: TD Insurance Advisor

Insurance Sales & AgencyPosted on Nov 10
Full-timeSaint John, NB, CanadaCA$47.2k - CA$70.8kHybrid

About the Job

Requirements

  • Post-secondary education and/or relevant experience.
  • Availability to work Monday through Friday between 2 p.m. and 10 p.m. or 3 p.m. and 11 p.m., and Saturdays between 11 a.m. and 6 p.m. or noon and 7 p.m.
  • Ability to multitask and navigate computer systems, applications, and multiple screens with speed and accuracy while meeting varied performance metrics.
  • Digital literacy across devices such as smartphones, tablets, laptops, and headsets.
  • Integrity in managing sensitive customer information in accordance with regulatory and compliance guidelines for servicing and sales practices.
  • Ability to communicate effectively with customers and colleagues, verbally and in writing.

Responsibilities

  • Deliver outstanding customer service through value-based advice conversations and friendly support based on knowledge of TD products, services, and solutions.
  • Resolve customer inquiries at the first point of contact by asking questions and responding empathetically to concerns.
  • Meet performance objectives, including customer experience survey results, advice and quality goals, compliance regulations, and productivity targets.
  • Participate in ongoing training and coaching to develop in the role.
  • Assist callers with insurance purchases and complex inquiries about existing insurance policies, providing solutions for their insurance needs.

Desired Qualifications

  • Experience in financial or service industries is preferred.
  • A General Insurance license, such as Other Than Life for Ontario, and/or a license in the candidate’s home province is an asset.

About the Company

TD Bank

Offers banking, loans, and wealth management.

TD Bank provides a wide range of banking and financial services in North America for individuals, businesses, and corporations. Core offerings include checking and savings accounts, credit cards, loans, mortgages, investment products, and wealth management. TD Bank emphasizes digital banking through online and mobile apps that let customers manage money, pay bills, deposit checks, transfer funds, and manage cards. Revenue comes from interest on loans, service fees, and investment income. The company differentiates itself with a broad product lineup, large North American footprint, and integrated services for both personal and business customers, plus a focus on digital accessibility. Its goal is to be a leading, accessible financial institution that helps customers manage and grow their money through convenient, everyday banking and investment solutions.

Company size
10,001+
Company stage
IPO
Headquarters
Toronto, Canada
Founded
1955

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