Associate II, Life Sales - Policygenius
ZinniaFull Time
Entry Level & New Grad, Junior (1 to 2 years)
Candidates must be licensed Life and Accident & Sickness insurance agents with a valid LLQP, and possess 1-4 years of experience in insurance or a related industry. Strong written and verbal communication skills, experience managing a high-volume pipeline, a proven track record of exceeding sales targets, and the ability to manage objections are essential. Openness to obtaining licensing in Quebec is also required.
The Licensed Life Insurance Advisor will educate prospective clients on their insurance needs, answer questions, and guide them through PolicyMe’s products and digital platform. They will manage a high-volume pipeline of inbound leads, track conversations and applications using HubSpot, and recommend appropriate coverage through a consultative sales approach. Responsibilities also include maintaining high-quality service across phone, email, and SMS, collaborating with teammates to improve workflows, and ensuring customers receive honest, helpful service.
Online platform for affordable life insurance
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.