Licensed Life Insurance Advisor (Remote)
PolicyMe(1 month ago)
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.
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
About PolicyMe
policyme.comPolicyMe 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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