Internal Wholesaler Investment and Planning Specialist (NY)

Company: TD Bank Group
Location: New York
Posted on: May 28, 2023

Job Description:

Company OverviewAbout 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 over 9.8 million customers with a full range of retail, small business and commercial banking products and services at more than 1,100 convenient locations throughout the Northeast, Mid-Atlantic, Metro D.C., the Carolinas and Florida. In addition, TD Auto Finance, a division of TD Bank, N.A., offers vehicle financing and dealer commercial services. TD Bank and its subsidiaries also offer customized private banking and wealth management services through TD Wealth -. TD Bank is headquartered in Cherry Hill, N.J. To learn more, visit . Find TD Bank on Facebook at and on Twitter at and . 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 . We offer a competitive salary and benefit program, including: comprehensive, affordable health care through medical, dental, and vision coverage; financial security with life and disability insurance; opportunities to save using health savings and flexible spending accounts; retirement benefits to help prepare for the future; paid time off and work/life benefits to maintain a good balance.Job DescriptionThe Wealth Internal Wholesaler Investment and Planning Specialist (IWIPS) works in partnership with the Wealth Distribution sales managers to develop and create new business, drive increased investment management sales, new asset inflows, net asset growth and revenue goals; with Broker General Agents (BGAs) to drive annuity & insurance sales and improve overall competence with TD Wealth Planning. The IWIPS achieves this through ongoing advisor and sales manager development, training, one on one coaching, role play sessions, weekly calls, webinars, market workshops, and national sales conferences.Requirements

• Must be eligible for employment under regulatory standards applicable to the position.Grows new asset inflows, NAG and revenue through increased investment management sales and planning and book management.Profiles advisors for new and existing investment, annuity, planning sales opportunities.Focus on ongoing advisor development through advisor training, workshops/role plays, one to one coaching sessions and participation in weekly / monthly calls and meetings.Serves as primary internal sales resource for the advisors in assigned territory; the product and planning subject matter expert.Conducts proactive outbound calls to advisors as well as field inbound calls / questions. Maintain proactive sales relationship with advisors in respective territory, constant relationship building.Partners with Investment Strategy team to help communicate our investment process and philosophy and provide advice around financial planning, investment management and annuity / insurance solutions.Actively drives and participates in sales and marketing initiatives.Participates in the development of content for advisor training and sales calls; a lead for the weekly advisor sales calls and assist with providing investment and planning content and coordinating with BGAs for annuity content.Utilizes and understands both internal and third-party resources to support team learning, improve sales results and support partnership with Retail and Commercial.Supports Financial Service Market Managers in providing content on the Wealth offering to support partnership meetings (e.g. Retail and Commercial).Coordinates with product development teams to support investment management, annuity / insurance, and planning sales development and product enhancements.Works with Wealth Learning and Development and Practice Management to reinforce advisor training content and the TD sales process.Works with internal shared services team to elevate process and servicing issues raised by the field to create efficiencies and a better advisor and client experience.Participates in market meetings (with Wealth Distribution teams and Retail teams) and business reviewsQualifications7+ years of investment sales and/or financial planning experienceSales coaching experience requiredBachelor's degree preferredS7, S65, Life & Health requiredProven sales leadership experience and ability to effectively partner with othersStrong understanding of the financial markets, investment process, planning, and investment and insurance product knowledgeStrong interpersonal, written, and verbal communications skills are required; ability to communicate complex investment ideasStrong presentation, training/coaching and closing skillsTerritory management, organizational and project management skill; proven ability to manage multiple prioritiesProficient Sales Force and Microsoft office productsAbility to travel throughout territory regularlyHoursStandardInclusivenessAt 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 their 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.

Keywords: TD Bank Group, New York , Internal Wholesaler Investment and Planning Specialist (NY), Other , New York, New York