Licensed Life Insurance Advisor

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October 15

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PolicyMe

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Insurance • Finance • B2C

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.

11 - 50 employees

Founded 2018

💸 Finance

👥 B2C

📋 Description

• 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

🎯 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