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Licensed Life Insurance Advisor (Remote)

3 months, 2 weeks ago
Canada
Full-time
Junior
Customer Success
Customer and Technical Support
HubSpot
Apply Now
PolicyMe

PolicyMe

PolicyMe is a digital life insurance solution in Canada, offering affordable and fully underwritten term life and critical illness insurance. With a simple online application process, personalized coverage and term advice, and non-commissioned advisors...

Insurance
11-50
Founded 2018
$22M raised
View All Jobs 11

Description

  • Help prospective customers understand life, critical illness, and health and dental insurance options through PolicyMe’s digital platform.
  • Answer customer questions and guide them through the buying and application process via phone, SMS, and email.
  • Manage a high-volume pipeline of 300–350 inbound leads each month.
  • Track conversations, follow-ups, and application stages in HubSpot.
  • Recommend coverage that fits each customer’s needs using a clear, honest, consultative approach.
  • Maintain high-quality service across all customer communication channels.
  • Address questions about customer needs, product details, and how the insurance process works.
  • Collaborate with teammates and team leads to improve workflows and elevate the customer experience.
  • Support either new customer conversion or policy renewals depending on team alignment.
  • Perform other duties as required.

Requirements

  • A valid LLQP license as a Life and Accident & Sickness insurance agent.
  • 1–4 years of experience in insurance or a related industry.
  • Strong written and verbal communication skills.
  • 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.
  • Strong rapport-building skills and a conversational, empathetic approach.
  • High empathy and discretion when discussing personal or financial topics.
  • Coachable mindset with a strong desire to learn and improve.
  • Open to obtaining licensing in Quebec if not already licensed there.
  • Willingness to undergo credit checks, background checks, and reference checks as part of the hiring process.
  • Full-time availability of 40 hours per week.

Benefits

  • Total target cash compensation of $88,000 CAD, with earnings potential up to $120,000 CAD.
  • 20 vacation days of generous PTO.
  • Comprehensive benefits plan with premiums paid in full by PolicyMe.
  • Professional development support, including an L&D budget and AI tooling budget.
  • Performance reviews twice a year with ongoing feedback.
  • Remote-first work environment with the option to work from home or from the Toronto office.
  • Stock options based on performance.
  • Company-sponsored in-person team gatherings twice a year.

Interested in this position?

Apply directly on the company website

Apply Now

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