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Mortgage Protection Specialist

Calgary, AB
Full Time
5 days ago
Company Overview

Tell us your story. Don't go unnoticed. Explain why you're a winning candidate. Think "TD" if you crave meaningful work and embrace change like we do. We are a trusted North American leader that cares about people and inspires them to grow and move forward.

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Department Overview
TD Insurance (TDI) is part of TD Bank Group, one of Canada's largest financial institutions. TD Insurance helps protect clients from the 'accidents of life' with a wide range of products including TD Protection Plan, life, health, travel, home and auto insurance. With more than three million clients, TD Insurance authorized products and services are available online, over the phone, and through a network of more than 1,000 TD Canada Trust branches.

In Canada, we have two lines of business, General Insurance and Life, Health, and Creditor Insurance. Our Life and Health business is the number one provider of critical illness insurance and direct life and health insurance in Canada.

At TD Insurance, we are committed to fostering an inclusive, accessible environment. With a Canada-wide workforce of over 4,000 employees and offices in Atlantic Canada, Quebec, Ontario and Alberta, our company is always growing and can help you to grow. TD Insurance offers a stable and dynamic work environment where talent is appreciated, and professional development is taken seriously. More than just a job, we offer rewarding careers.

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 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.

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 (target of 5 meetings per day via WebEx)
  • 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

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

  • Experience managing relationships and delivering exceptional customer experiences

Bilingual applicants welcome

Additional Information
Language Skills: English and Punjabi or Mandarin or Cantonese or French considered an asset.


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 and serve. If you require an accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.
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About TD

The Toronto-Dominion Bank & its subsidiaries are collectively known as TD Bank Group (TD). TD is the sixth largest bank in North America by branches & serves approximately 22 million custom...

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Banking & Finance
10,000+ employees