Associate II, Life Sales - Policygenius
Zinnia$50,000 - $60,000/year
- Full Time
- Entry Level & New Grad
$80,000 – $90,000Compensation
Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
InsuranceIndustries
Position Overview
- Location Type: Remote
- Employment Type: Full-time
- Salary: $80,000 - $90,000 OTE
PolicyMe is a modernizing insurance startup based in Toronto, seeking a motivated Licensed Life Insurance Advisor to join our team. This role involves educating customers on their insurance needs, handling complex cases, and guiding them through various products via phone, SMS, and email. It’s an opportunity to be part of a dynamic startup with growth potential and influence on product development and operational improvements.
Requirements
- License: Valid LLQP (Life and Accident & Sickness insurance agent) license
- Experience: 1-4 years of experience in the insurance or related industry
- Sales Mindset: Proven track record of top performance and exceeding sales targets
- Communication Skills: Ability to dissect and communicate complex concepts to customers
- Teamwork: Desire to work collaboratively and provide actionable feedback
- Empathy: Strong empathy, especially when discussing health conditions and financial situations
- Self-Starter: Ability to handle ambiguity and deliver results
- Growth Mindset: Desire to continuously improve and develop skills
Responsibilities
- Become a life, critical illness, and health & dental insurance product expert through training.
- Serve as the first point of contact for prospective customers via phone.
- Address customer questions regarding insurance needs, products, and the application process.
- Utilize consultative sales techniques to match customers with appropriate products.
- Work closely with sales teammates and team leads to solve complex client problems.
- Manage a pipeline of inbound applicants in Hubspot.
- Provide unparalleled customer service.
Application Instructions
Not specified in the provided text.
Company Information
- Company: PolicyMe
- Industry: Insurance
- Location: Toronto (Remote-first)
- Description: Modernizing the Canadian insurance landscape.
Skills
Insurance sales
Customer communication
Consultative sales techniques
Product knowledge (life, critical illness, health & dental insurance)
CRM management (Hubspot)
Empathy
Team collaboration
Self-motivation
Growth mindset
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