Licensed Life Insurance Advisor (Remote)

Licensed Life Insurance Advisor (Remote)

Join us at PolicyMe! We're modernizing insurance and we'd like your help. The Canadian insurance landscape has remained largely unchanged for decades and we are in the process of changing that. We're a remote-first, Toronto-based startup with big ambitions. PolicyMe is seeking a motivated Licensed Life Insurance Advisor to join our team.

On a typical day, you'll be educating our customers on their insurance needs by answering challenging questions, dealing with advanced customer cases, and guiding them through our different products. You will be on the front lines of PolicyMe, managing all inbound leads through their policy applications, and ensuring they get the coverage they need (and feel good about the process) via phone, SMS and email.

This is an opportunity to be part of a dynamic and rapidly growing startup, with opportunity for upward mobility. You'll never have to prospect. All leads are inbound, qualified, and supported by a top-performing marketing and growth team. You'll be involved in discussions across the organization on how to streamline operations, improve the customer experience and help build innovative insurance products. Ride a wave of industry disruption, instead of fighting against it.

Reports To : Customer Success Manager

Salary Range : $80,000 - $90,000 including OTE

What you'll be doing :

• 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 300350 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

What we are looking for :

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.

Why join us :

About PolicyMe :

At PolicyMe, we are Canada's leading digital insurance solution, offering straightforward and affordable financial protection for families from coast to coast. Our product suite includes Life Insurance, Critical Illness Insurance, and Health & Dental Insurance, all tailored to Canadians' evolving needs. We also offer B2B2C solutions, partnering with organizations to provide seamless digital insurance options. Founded by a team of insurance experts and technology entrepreneurs, PolicyMe is committed to making insurance simpler and more accessible. Since our launch in 2018, we have grown exponentially, selling over $10 billion in insurance coverage to Canadians.

We are proud of the team we've built and are excited for those that are yet to join us. We operate with a remote-first culture, attracting top talent from across Canada. If you're looking for a fast-paced, collaborative environment, working alongside incredibly ambitious yet humble humans, we may be the right place for you!

Commitment to Equal Opportunity :

PolicyMe is proud to be an equal opportunity employer. All applicants will be considered for employment without attention to race, colour, religion, sex, sexual orientation, gender identity, national origin, or disability status. We thank all applicants for their interest, however, only those selected for an interview will be contacted.

Accessibility Statement :

PolicyMe is dedicated to ensuring an accessible experience for all candidates. If you require accommodations during the application process, please let us know in the "Additional Information" section of the job application. We are committed to working with you to provide support and make reasonable adjustments throughout the process.