Licensed Life Insurance Advisor
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Job Description
Licensed Life Insurance Advisor at PolicyMe modernizing insurance and educating clients on their needs. Managing inbound leads and providing coverage via digital platform for Canadian customers.
Responsibilities:
- 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
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