TD Bank Wealth Specialist I in Toms River, New Jersey


Job Title:

Wealth Specialist I

TD Description:

About TD Bank, America's Most Convenient Bank®

TD Bank, America's Most Convenient Bank, is one of the 10 largest banks in the U.S., providing more than 8 million customers with a full range of retail, small business and commercial banking products and services at approximately 1,300 convenient locations throughout the Northeast, Mid-Atlantic, Metro D.C., the Carolinas and Florida. In addition, TD Bank and its subsidiaries offer customized private banking and wealth management services through TD Wealth®, and vehicle financing and dealer commercial services through TD Auto Finance. TD Bank is headquartered in Cherry Hill, N.J. To learn more, visit Find TD Bank on Facebook at and on Twitter at .

TD Bank, America's Most Convenient Bank, is a member of TD Bank Group and a subsidiary of The Toronto-Dominion Bank of Toronto, Canada, a top 10 financial services company in North America. The Toronto-Dominion Bank trades on the New York and Toronto stock exchanges under the ticker symbol \"TD\". To learn more, visit .

Auto req ID:



United States

Job Requirements:

Actively calls and meets with TD Bank customers and 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

Meets the insurance agency requirements, policies and procedures to effectuate annuity and insurance sales, including for qualified accounts in accordance and compliance with all of TD Wealth's policies and procedures

Recommends and provides direct sales and fulfillment of insurance and annuity solutions, where suitable

Provides TD Bank employees information and education on wealth products & service offerings, including training on annuities and insurance products

Provides 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

Maintains 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

Meets regularly with Retail Bank employees to educate on annuity and insurance products and offerings from TD Wealth businesses and affiliates

  • Must be eligible for employment under regulatory standards applicable to the position.



Job Description:

Job Profile Summary

The Wealth Specialist I proactively deepens relationships with existing TD Bank customers within a specified territory. The Wealth Specialist I, 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 I also provides TD Bank employees within their territory with information describing products and business offerings to educate employees in identifying potential referral opportunities to TD Wealth businesses or affiliates.


At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live in and serve, and creating an environment where every employee has the opportunity to reach her/his potential.

If you are a candidate with a disability and need an accommodation to complete the application process, email the TD Bank US Workplace Accommodations Program at . Include your full name, best way to reach you, and the accommodation needed to assist you with the application process.

EOE/Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity.


New Jersey


Toms River


Life and Health Insurance License

Bachelor's Degree or equivalent experience

2 + years of financial services related experience at a retail bank level

1+ years of Life Insurance sales experience

Completion of TD Wealth's IRA certification training program

Self-directed, with developing ability to plan own activities to achieve sales and referral goals

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

Work Location:

1101 Hooper Avenue

Business Line:

TD Wealth

Job Category - Primary:

Wealth Management

Job Category(s):

Wealth Management

**Province/State (Primary):

New Jersey

City (Primary):

Toms River

Job Family:

Private Investment Advice

Time Type:

Full Time

Employment Type:


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