Founding Advisor, Home & Auto (Remote)

Toronto, Ontario, Canada

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Not SpecifiedCompensation

Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

Insurance, Insurtech, Financial ServicesIndustries

Requirements

Candidates must be a licensed P&C advisor in Ontario (RIBO Level 1 or higher) with at least 3 years of experience selling personal lines (home & auto). A builder mentality, demonstrated success hitting sales targets in a fast-paced environment, and comfort with CRM and workflow tools (HubSpot preferred) are essential. Experience at a digital-first distributor is an asset, and prior experience mentoring or leading advisors is a plus. The role is also subject to credit, background, and reference checks.

Responsibilities

The Founding Advisor will educate customers on home and auto insurance options, manage inbound leads, and close sales using a consultative approach. They will build and refine sales scripts, workflows, and processes, and collaborate with RevOps and the Director of Sales to develop scalable sales systems. Responsibilities also include providing feedback to the Product team, setting customer service standards, mentoring new advisors, developing a repeatable sales playbook, coaching the team, aligning with marketing on lead strategies, and contributing to the strategic roadmap for P&C business.

Skills

Home & Auto Insurance

Sales

Customer Service

Consultative Selling

Salesforce

HubSpot

Mentoring

Leadership

Sales Playbook Development

Product Expertise

PolicyMe

Online platform for affordable life insurance

About PolicyMe

PolicyMe simplifies life insurance for Canadians by offering affordable coverage options, including critical illness insurance, through an easy-to-use online platform. Customers can access straightforward advice and apply for policies digitally, which helps reduce costs and allows the company to offer lower premiums. Unlike traditional insurance providers, PolicyMe operates with a digital-first approach, minimizing overhead expenses and passing the savings on to clients. The company is backed by reputable partners, enhancing its credibility and financial stability. PolicyMe aims to ensure transparency and customer satisfaction, handling claims with care and using customer feedback to improve services. Additionally, the company fosters a positive work environment through team-building events, even while operating remotely.

Toronto, CanadaHeadquarters

2018Year Founded

$20.5MTotal Funding

SERIES_ACompany Stage

Fintech, Financial ServicesIndustries

51-200Employees

Benefits

Paid Vacation

Stock Options

Remote Work Options

Professional Development Budget

Flexible Work Hours

Risks

Increased competition from other insurtech startups may erode PolicyMe's market share.

Rapid technological advancements require continuous investment in platform upgrades.

Potential regulatory changes in Canada could increase compliance costs for PolicyMe.

Differentiation

PolicyMe offers the most competitive life insurance pricing in Canada.

The company provides a fully-underwritten term life policy without unnecessary features.

PolicyMe's digital-first approach reduces overhead, offering lower premiums to customers.

Upsides

PolicyMe raised $18 million in Series A funding, boosting its market position.

The launch of Critical Illness Insurance covers 44 conditions, more than average insurers.

Increased demand for digital insurance aligns with PolicyMe's online platform strategy.

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