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TD Opportunities - Mortgage Protection Specialist

TD Bank
Miramichi, Nouveau-Brunswick
Entry Level
Posted 16 days ago

Job Description:

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.

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Job Responsibilities:
  • 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)
  • Providing accurate and up-to-date information and support to our MMS partners and their customers
  • Share your feedback and partner feedback with the team and contribute to process, operational, and business changes by providing your insights!
  • Maintain proactive contact with your MMS partners and their customers for the purpose of providing expert Protection Plan advice and achieving improved business results
Job Requirements:
  • Enthusiastic self-starter with ability to organize, prioritize and manage multiple tasks
  • Team player with exceptional relationship management and the ability to quickly build a connection with your customer and referral partners
  • 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
  • Experience managing relationships and delivering exceptional customer experiences
  • 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
Job Details:

Company: TD Bank

Vacancy Type: Full Time

Job Location: Miramichi, NB, CA

Application Deadline: N/A

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