Licensed Life Insurance Advisor

Summary

Join PolicyMe, a modernizing insurance company, as a Licensed Life Insurance Advisor! You will educate customers on their insurance needs, manage inbound leads, and guide them through the application process. This role offers opportunities for upward mobility and involvement in streamlining operations and improving customer experience within a dynamic startup environment. The position requires a valid LLQP license and 1-4 years of experience in the insurance industry. You will be working remotely with a flexible schedule and receive ongoing training and development opportunities. PolicyMe offers a competitive salary, generous PTO, stock options, health benefits, and a supportive team environment.

Requirements

• Hold a valid LLQP license
• Have 1 to 4 years of experience in the insurance or related industry
• Possess a sales oriented mindset with a proven track record of top performance, and consistently exceeding sales targets
• Have the ability to dissect and communicate complex concepts to our customers
• Have the desire to work as a team and share actionable feedback that will guide operational and strategic improvements
• Show enthusiasm for talking to people, over the phone, by email or by text
• Be a natural conversationalist who keeps the conversation flowing and is a pleasure for our clients to speak to!
• Possess lots of empathy, especially when it comes to speaking about health conditions or private financial situations
• Be a self-starter who can take ambiguity from customers and their team, and produce amazing results
• Have a desire to grow and strive to be better every single day and have a growth mindset
• Be willing to understand and live PolicyMe’s core values when it comes to advice on what a customer needs and what products are best suited to meet those needs

Responsibilities

• Become a life, critical illness and health & dental insurance product guru through both independent and remote training
• Serve as the first point of contact for prospective customers via phone
• Address customer questions on their needs, specific insurance products (Life, Health and Dental, CI), or the process of getting insured
• Practice consultative sales techniques to ensure that we are pairing customers up with the most appropriate products for their unique needs
• Work closely with sales teammates and team leads to solve complex client problems
• Ensure prospective customers receive unparalleled service
• Manage a pipeline of inbound applicants in Hubspot
• Maintain ownership over your client pipeline and keep clients updated

Preferred Qualifications

• Be bilingual in French
• Hold a Quebec Life Insurance License

Benefits

• Generous PTO - 20 vacation days
• Access to stock options, and health benefits
• A remote-first team with company paid, in-person socials and the option to work from our Toronto-based office
• Resources to help your professional development, including an L&D budget, performance reviews twice a year and ongoing feedback to ensure you reach your highest potential
• Work with an empathetic, high-performing team in a flexible, results-oriented environment