PolicyMe

Licensed Life Insurance Advisor (Remote)

PolicyMe(1 month ago)

RemoteFull TimeMedior$64,000 - $87,300Sales
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About this role

The Licensed Life Insurance Advisor at PolicyMe supports customers across Canada by guiding them through life, critical illness, and health & dental insurance options using a fully digital platform. The role focuses on handling qualified inbound leads, helping prospective and existing clients navigate the buying and renewal process, and ensuring a transparent, customer-first experience. As part of a fast-growing, remote-first startup, the advisor contributes to refining processes and enhancing the overall customer journey. The position may sit within either the Sales or Retention team, depending on business needs.

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Required Skills

  • Customer Education
  • Consultative Sales
  • Lead Management
  • Pipeline Management
  • HubSpot CRM
  • Customer Communication
  • Phone Support
  • Email Support
  • SMS Support
  • Needs Assessment

+12 more

Qualifications

  • Licensed Life and Accident & Sickness Insurance Agent
  • Valid LLQP
PolicyMe

About PolicyMe

policyme.com

PolicyMe is a Toronto-based insurtech (founded 2018) that simplifies buying life and related protection for Canadians through a digital-first platform. It offers life insurance plus health & dental and critical illness coverage with quick, budget-friendly quotes and an easy online application that can deliver a decision in under ten minutes. The company emphasizes transparency, affordability and a streamlined customer experience, with support for servicing and claims. PolicyMe serves customers across Canada.

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