PolicyMe logo
PolicyMe

PolicyMe is on a mission to put families first with simple and affordable insurance.

Licensed Life Insurance Advisor

InsuranceInsuranceFull TimeRemoteJuniorTeam 11-50Since 2018H1B No SponsorCompany SiteLinkedIn

Location

Canada

Posted

173 days ago

Salary

$88K - $120K / year

Seniority

Junior

Professional Certificate1 yr expEnglish

Job Description

Licensed Life Insurance Advisor

PolicyMe

• Help prospective clients navigate life, critical illness, and health & dental insurance options using PolicyMe’s digital platform and your product knowledge • Speak with customers to answer questions and guide them through the buying process • Manage a high-volume pipeline of 300–350 leads each month • Use HubSpot to track conversations, follow-ups, and application stages • Recommend the right coverage based on customer needs, using a clear and honest consultative approach • Maintain high-quality service across phone, email, and SMS channels • Address customer questions related to their needs, product details, or how the insurance process works • Collaborate with teammates and team leads to help improve workflows and elevate the customer experience • Ensure every prospective customer receives the same honest, helpful, and human service PolicyMe is known for • Other duties as required

Job Requirements

  • Strong written and verbal communication skills
  • Open to obtaining licensing in Quebec if not already licensed there
  • A licensed Life and Accident & Sickness insurance agent with a valid LLQP
  • 1 - 4 years of experience in insurance or a related industry
  • Experience managing a high-volume pipeline with strong organizational skills
  • A proven track record of exceeding sales targets in a consultative sales environment
  • Ability to manage objections and explain complex concepts clearly
  • A natural conversationalist who builds rapport easily and makes clients feel heard
  • High empathy and discretion, especially when speaking about personal or financial topics
  • Coachable and a strong desire to learn and improve
  • A growth mindset with the ability to adapt to change and contribute to continuous improvement
  • Ownership over your work and your pipeline
  • Alignment with PolicyMe’s values and commitment to putting the customer’s best interest first
  • Please note:** This is a full-time position (40 hours per week). As a standard procedure for audit compliance, this position is subject to credit checks, background checks, and reference checks.

Benefits

  • Generous PTO - 20 vacation days
  • Access to stock options, and health benefits
  • A remote-first team with company paid, in-person socials and the option to work from our Toronto-based office
  • Resources to help your professional development, including an L&D budget, performance reviews twice a year and ongoing feedback to ensure you reach your highest potential
  • Work with an empathetic, high-performing team in a flexible, results-oriented environment

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