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
What you'll be doing:Help prospective clients navigate life, critical illness, and health & dental insurance options using PolicyMe’s digital platform and your product knowledgeSpeak with customers in both French & English to answer questions and guide them through the buying processManage a high-volume pipeline of 300–350 inbound leads each monthUse HubSpot to track conversations, follow-ups, and application stagesRecommend the right coverage based on customer needs, using a clear and honest consultative approachMaintain high-quality service across phone, email, and SMS channelsAddress customer questions related to their needs, product details, or how the insurance process worksCollaborate with teammates and team leads to help improve workflows and elevate the customer experienceEnsure every prospective customer receives the same honest, helpful, and human service PolicyMe is known forOther duties as requiredWhat we are looking for:Bilingual in French and English, with strong written and verbal communication in bothOpen to obtaining licensing in Quebec if not already licensed thereA licensed Life and Accident & Sickness insurance agent with a valid LLQP1 - 4 years of experience in insurance or a related industryExperience managing a high-volume pipeline with strong organizational skillsA proven track record of exceeding sales targets in a consultative sales environmentAbility to manage objections and explain complex concepts clearlyA natural conversationalist who builds rapport easily and makes clients feel heardHigh empathy and discretion, especially when speaking about personal or financial topicsCoachable and a strong desire to learn and improveA growth mindset with the ability to adapt to change and contribute to continuous improvementOwnership over your work and your pipelineAlignment with PolicyMe’s values and commitment to putting the customer’s best interest firstGroup Insurance of Persons license is considered a great asset
Please note: 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 daysAccess to stock options and a comprehensive benefits planA remote-first team with company paid, in-person socials and the option to work from our Toronto-based officeResources to help your professional development, including an L&D budget, performance reviews twice a year and ongoing feedback to ensure you reach your highest potentialWork with an empathetic, high-performing team in a flexible, results-oriented environmentAbout 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.
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.
