Job Description
Note: The job is a remote job and is open to candidates in USA. PolicyMe is a Canadian digital insurance solution aiming to modernize the insurance industry. The Licensed Life Insurance Advisor will educate customers on insurance options, manage inbound leads, and ensure a high-quality customer experience through various communication channels. 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 leads each month 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 Other duties as required Skills 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 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 Benefits Generous PTO - 20 vacation days A comprehensive benefits plan with premiums paid in full by PolicyMe Investment in your professional development, including an L&D budget, AI tooling budget, performance reviews twice a year and ongoing feedback to ensure you reach your highest potential Access to stock options based on performance Option to work from home or our Toronto-based office (bonus: we cover the costs to bring all our employees in-person twice a year for experiential socials!) Company Overview PolicyMe is a life insurance company. It was founded in 2018, and is headquartered in Toronto, Ontario, CAN, with a workforce of 51-200 employees. Its website is