Remote Bilingual Quebec Licensed Insurance Advisor

Summary

Join PolicyMe as a Licensed Life Insurance Advisor to modernize insurance and help customers navigate their needs in a dynamic startup environment.

Requirements

• A Licensed Life and Accident & Sickness insurance agent that holds a valid LLQP license
• 1 to 4 years of experience in the insurance or related industry
• A sales oriented mindset - you have a proven track record of top performance, and consistently exceed sales targets
• The ability to dissect and communicate complex concepts to our customers
• The desire to work as a team and share actionable feedback that will guide operational and strategic improvements
• Enthusiasm for talking to people, over the phone, by email or by text
• A natural conversationalist - you keep the conversation flowing and are a pleasure for our clients to speak to!
• Lots of empathy, especially when it comes to speaking about health conditions or private financial situations
• A self-starter, someone who can take ambiguity from customers and their team, and produce amazing results
• A desire to grow! - You strive to be better every single day and have a growth mindset
• Maintain ownership over your client pipeline and keep clients updated
• A willingness 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
• 1+ years experience as a Quebec-licensed advisor
• Bilingualism in French and English

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
• Have access to consistent 1:1 coaching, ongoing learning and development opportunities, and mentorship
• Ensure prospective customers receive unparalleled service
• Manage a pipeline of inbound applicants in Hubspot