Bilingual Licensed Insurance Advisor; remote

Join us at Policy Me! We're modernizing insurance and we'd like your help. The Canadian insurance landscape has remained largely unchanged for decades and we are in the process of changing that. We're a remote-first, Toronto-based startup with big ambitions. Policy Me is seeking a motivated Licensed Life Insurance Advisor to join our team!

On a typical day, you'll be educating our customers on their insurance needs by answering challenging questions, dealing with advanced customer cases, and guiding them through our different products. You will be on the front lines of Policy Me: managing all inbound leads through their policy applications, and ensuring they get the coverage they need (and feel good about the process) via phone, SMS and email!

This is an opportunity to be part of a dynamic and rapidly growing startup, with opportunity for upward mobility. Be involved in discussions across the organization on how to streamline operations, improve the customer experience and build innovative insurance products. Ride a wave of industry disruption, instead of fighting against it!

• 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

• Bilingualism in French and English

• Open to getting their licensing in Quebec

• 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 Policy Me'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

• Generous PTO - 20 vacation days

• Access to stock options and a comprehensive benefits plan

• 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

Policy Me is a Venture-Backed Insur Tech startup on a mission to put families first, protecting them with the honest and uncomplicated life insurance they deserve. Through technology, Policy Me is streamlining the traditional insurance process, removing barriers and inefficiencies to deliver a fully-underwritten life insurance policy that families deserve but with fewer steps and lower costs. Policy Me makes it easy to get a quote and apply for term life insurance online in 20 minutes or less.

Since our launch in 2018, we have grown exponentially, selling over $1 billion in life insurance coverage to Canadians.

Policy Me was also most recently voted as one of Canada's 50 Most Impactful Companies of 2021, and has been mentioned in Beta Kit, National…