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.

Please refer the Job description for details