[Remote] Licensed Life Insurance Advisor

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