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Credit Protection Specialist - Montreal Full-time Job

9 months ago Financial Services Montréal   2.6K views
Job Details

The team is accountable for the following:
Developing and executing programs, communication and training strategies to support TD Insurance Credit Protection initiatives, improve sales capabilities and drive sales results in the distribution channels where CP can be offered.
Working collaboratively and managing relationships with our channel and product partners to provide leadership and support for sales and customer experience strategies, process and procedure initiatives that improve acquisition and/or retention results.
Impacting and influencing our channel partners by leveraging data and analytics to identify acquisition opportunities and provide insight to meet common objectives, including driving sales capabilities & results and delivering legendary customer experiences.

Main responsibilities

Reporting to the Senior Manager, Protected Borrowing Acquisition In-Field Engagement, CP Specialist is responsible for providing CP sales support to Mobile Mortgage Specialists (MMS) in our key markets. The successful candidate must be skilled and knowledgeable about Credit Protection products, MMS sales process, and be able to provide accurate and up-to-date information and ongoing support to our MMS partners.

The CP Specialist is also responsible for fielding channel inquires, contacting clients, and providing support through coaching & sales support to enable CP sales.

Primary accountabilities of this role include but are not limited to the following:

Maintain proactive contact with Key MMS' and their customers for the purpose of providing expert CP advice, upskilling the MMS, and achieving improved business results
Educate MMS by delivering/facilitating presentations, attending joint coaching sessions with District Managers & CP RSM, attending branch visits with MMS to support confident Credit Protection Advice conversations
Proactively participate & provide field insight & best practices during the development and execution of acquisition and sales support campaigns, initiatives and strategies.
Act as the subject matter expert for Credit Protection and be able to assess the impact to our MMS channel for all process changes.
Be the voice of our channel by soliciting their feedback and sharing it with the appropriate TDI business unit(s).
Contribute to operational improvements to streamline CP procedures/processes within the MMS sales process
Demonstrate leadership by identifying the need for and developing presentations, training, communications and job aids that will help our channels improve conversation & coaching capabilities and meet business objectives.

Job Requirements

Other Qualifications / Skills / Experience:
Outstanding presentation, facilitation & communication (written & oral) skills
Solid understanding of the CP value proposition - recent Branch Banking and/or MMS sales experience is an definite asset
Team player with exceptional relationship management and impact & influence skills
Enthusiastic self-starter with ability to organize, prioritize and manage multiple tasks
Proven ability to apply subject matter to coach MMS individually or in groups
Solid understanding of credit protection insurance & RESL products and channel processes/systems – including understanding and influencing key metrics & drivers
Strong technical skills Microsoft Office, Excel, and PowerPoint
Flexibility to adapt and manage within a fast-paced, dynamic business environment
May require some travel

Sales Leadership experience (i.e. MMS, ABM, Branch Management) and relevant experience managing relationships


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.

Company Description
TD is the sixth largest bank in North America by branches and serves over 22 million customers in three key businesses operating in a number of locations in financial centres around the globe:
- Canadian Retail, including TD Canada Trust, TD Auto Finance Canada, TD Wealth, TD Direct Investing, and TD Insurance;
- U.S. Retail, including TD Bank, America's Most Convenient Bank, TD Auto Finance U.S., and an investment in TD Ameritrade; and
- Wholesale Banking, including TD Securities.