Home & Auto Insurance Advisor

Job not on LinkedIn

🔥 19 hours ago

🇨🇦 Canada – Remote

💵 $80k - $90k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🔒 Insurance

👻 Ghost score 7%

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Logo of PolicyMe

PolicyMe

11 - 50 employees

Founded 2018

🏥 Healthcare

💼 Consulting

🛡️ Insurance

Healthcare • Consulting • Insurance

PolicyMe is a Canadian insurance company that specializes in offering affordable and straightforward life insurance, critical illness, and health and dental insurance products. Their services are primarily delivered online, providing users with the convenience of obtaining quotes and securing insurance coverage quickly and efficiently. PolicyMe is recognized for its no-hassle approach, featuring fast approvals and the ability to tailor coverage to the customer's needs. With a strong focus on term life insurance, they also provide various coverage options for families, individuals, and seniors. Their mission is to simplify the insurance purchasing process for Canadians by leveraging technology and expert advice.

📋 Description

• Educate prospective customers on Home & Auto insurance options using PolicyMe’s digital platform and product expertise • Manage a high-volume inbound pipeline of Home & Auto leads • Move qualified opportunities through the sales funnel and close policies via phone, SMS, and email • Track calls, emails, follow-ups, and deal stages in HubSpot • Recommend coverage based on customer needs using a consultative, customer-first approach • Build and refine sales scripts, talk tracks, objection-handling, workflows, and follow-up sequences in HubSpot • Work with engineering and product to refine client digital experiences and communicate product performance • Deliver a high-energy, high-conversion, honest, and customer-centric experience • Ensure recommendations and customer interactions comply with RIBO requirements, carrier guidelines, and internal policies • Hit and exceed monthly sales and activity targets • Test and optimize sales processes, discovery questions, and follow-up cadences • Contribute to a scalable Home & Auto sales playbook and refine qualification criteria • Identify bundle and cross-sell opportunities with Life and Health & Dental insurance • Help position PolicyMe as Canada’s go-to digital-first personal insurance distributor

🎯 Requirements

• Licensed P&C advisor in Ontario (RIBO Level 1 or higher) • 3+ years of experience selling personal lines (Home & Auto), ideally in a high-volume, phone-based or digital sales environment • Builder mentality; entrepreneurial and adaptable • Proven track record of exceeding sales targets in a consultative sales environment • Experience owning a full inbound pipeline from first contact to close • Strong pipeline management and organization skills • Ability to manage a large volume of leads while maintaining follow-up discipline and clean CRM hygiene • Strong communication skills and consultative sales style • Ability to manage objections and explain complex coverage concepts clearly • High empathy and discretion when discussing personal and financial details • Sense of urgency and ownership over sales numbers • Comfort with CRM and workflow tools; HubSpot preferred • Willingness to use data, playbooks, and feedback to improve performance • High ethical standards and commitment to compliance, confidentiality, and customer best interests • Experience at a digital-first distributor is an asset

🏖️ Benefits

• 20 vacation days • Comprehensive benefits plan with premiums paid in full by PolicyMe • Professional development investment, including an L&D budget • AI tooling budget • Performance reviews twice a year • Ongoing feedback • Remote-first team • Option to work from home or the Toronto-based office • Costs covered for employees to attend in-person experiential socials twice a year • Stock options based on performance

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