Licensed Life Insurance Advisor

Summary

Join PolicyMe, a modernizing insurance company, as a Licensed Life Insurance Advisor! Educate customers on their insurance needs, answer questions, and guide them through our products. Manage inbound leads, ensuring they get the coverage they need via phone, SMS, and email. This role offers the chance to be part of a dynamic startup with upward mobility; all leads are inbound and qualified. You'll collaborate on streamlining operations and improving customer experience. The salary range is $80,000-$90,000 including OTE. This is a full-time, remote-first position.

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 inbound leads each month - no cold-calling or prospecting
• 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

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