Overview of the role:
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!
How it is different from a typical insurance advisor role:
This is an opportunity to be part of a dynamic and rapidly growing startup, with
opportunity for upward mobility. Be involved in discussions across the
organization on how to streamline operations, improve the customer experience
and 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 OTE
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What you'll be doing:
- Become a life, critical illness and health & dental insurance product guru
through both independent and remote training
- Serve as the first point of contact for prospective customers via phone
- Address customer questions on their needs, specific insurance products (Life,
Health and Dental, CI), or the process of getting insured
- Practice consultative sales techniques to ensure that we are pairing
customers up with the most appropriate products for their unique needs
- Work closely with sales teammates and team leads to solve complex client
problems
- Have access to consistent 1:1 coaching, ongoing learning and development
opportunities, and mentorship
- Ensure prospective customers receive unparalleled service
- Manage a pipeline of inbound applicants in Hubspot
What we are looking for:
- A Licensed Life and Accident & Sickness insurance agent that holds a valid
LLQP license
- 1 to 4 years of experience in the insurance or related industry
- A sales oriented mindset - you have a proven track record of top performance,
and consistently exceed sales targets
- The ability to dissect and communicate complex concepts to our customers
- The desire to work as a team and share actionable feedback that will guide
operational and strategic improvements
- Enthusiasm for talking to people, over the phone, by email or by text
- A natural conversationalist - you keep the conversation flowing and are a
pleasure for our clients to speak to!
- Lots of empathy, especially when it comes to speaking about health conditions
or private financial situations
- A self-starter, someone who can take ambiguity from customers and their team,
and produce amazing results
- A desire to grow! - You strive to be better every single day and have a
growth mindset
- Maintain ownership over your client pipeline and keep clients updated
- A willingness to understand and live PolicyMe’s core values when it comes to
advice on what a customer needs and what products are best suited to meet
those needs
- Nice to haves include bilingualism in French as well as holding a Quebec Life
Insurance License
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:
- 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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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! To learn more, visit www.policyme.com [http://www.policyme.com/].
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.
