Licensed Life Insurance Advisor (Remote) at PolicyMe

Toronto, Ontario, Canada

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CA$80,000 – CA$90,000Compensation

Junior (1 to 2 years), Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Insurance, InsurTechIndustries

Requirements

Strong written and verbal communication skills
Open to obtaining licensing in Quebec if not already licensed there
A licensed Life and Accident & Sickness insurance agent with a valid LLQP
1 - 4 years of experience in insurance or a related industry
Experience managing a high-volume pipeline with strong organizational skills
A proven track record of exceeding sales targets in a consultative sales environment
Ability to manage objections and explain complex concepts clearly
A natural conversationalist who builds rapport easily and makes clients feel heard
High empathy and discretion, especially when speaking about personal or financial topics
Coachable and a strong desire to learn and improve
A growth mindset with the ability to adapt to change and contribute to continuous improvement
Ownership over your work and your pipeline
Alignment with PolicyMe’s values and commitment to putting the customer’s best interest first

Responsibilities

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 300–350 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

Skills

HubSpot

Life Insurance

Critical Illness Insurance

Health Insurance

Dental Insurance

Consultative Selling

Customer Service

Sales Pipeline Management

Phone Communication

Email Communication

SMS Communication

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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