Auto Insurance Advisor; Remote

Overview Of The Role

We’re on a mission to modernize insurance, making it simpler, more accessible, and customer‑first. The insurance industry is a $1T market that has remained largely untouched by the digital revolution, and Policy Me is here to change that. As a remote‑first, Toronto‑based startup with big ambitions, we’re looking for a Home & Auto Insurance Advisor to help us build the future of insurance in Canada and beyond.

Director of Sales

• First 6 months: Educate prospective customers on Home & Auto insurance options using Policy Me’s digital platform and your product expertise, breaking down coverage in clear, honest terms so they feel confident moving forward.
• Manage a high‑volume, inbound pipeline of Home & Auto leads, moving them efficiently through the sales funnel and converting qualified opportunities into closed policies via phone, SMS, and email.
• Use Hub Spot to track every touchpoint – calls, emails, follow‑ups, and deal stages – so your pipeline is always clean, up to date, and easy to forecast from.
• Recommend the right coverage based on customer needs using a consultative, customer‑first approach that balances protection, price, and eligibility.
• Build and refine sales scripts, talk tracks, objection‑handling, workflows, and follow‑up sequences in Hub Spot to improve contact rates, appointment show rates, and close rates.
• Set the tone and standards for how Policy Me serves P&C customers by delivering a high‑energy, high‑conversion, but always honest and customer‑centric experience on every interaction.
• Ensure all recommendations and customer interactions are fully compliant with RIBO requirements, carrier guidelines, and internal policies.
• 6–12 months and beyond: Establish yourself as a top‑performing Home & Auto advisor, consistently hitting and exceeding monthly sales and activity targets (contact rate, talk time, conversions etc).
• Continuously optimize your own sales process by testing new hooks, discovery questions, and follow‑up cadences – and feeding winning approaches back into team playbooks.
• Contribute to a scalable, repeatable sales playbook for Home & Auto by logging accurate data in Hub Spot, surfacing common objections, and helping refine qualification criteria and next‑best actions.
• Identify and act on bundle and cross‑sell opportunities with Life and Health & Dental, increasing overall premium per household while keeping customer needs and affordability front and center.
• Help position Policy Me as Canada’s go‑to digital‑first distributor of personal insurance by delivering an experience that feels modern, simple, and genuinely sales‑driven in the best sense: efficient, helpful, and outcome‑oriented.

• A licensed P&C advisor in Ontario (RIBO Level 1 or higher).
• 3+ years of experience selling personal lines (Home & Auto), ideally in a high‑volume, phone‑based or digital sales environment.
• A builder mentality – entrepreneurial and adaptable – with a track record of not just working a process but improving it (scripts, sequences, qualification, and follow‑up).
• A proven track record of exceeding sales targets in a consultative sales environment, with comfort owning a full inbound pipeline from first contact to close.
• Strong pipeline management and organization skills: you’re comfortable juggling a large volume of leads while maintaining tight follow‑up discipline and clean CRM hygiene.
• Strong communication skills and a consultative sales style – you can manage objections, explain complex coverage concepts clearly, and make clients feel heard while still driving to a decision.
• High empathy and discretion, especially when discussing personal and financial details, paired with a clear sense of urgency and ownership over your numbers.
• Comfort with CRM and workflow tools (Hub Spot preferred) and a willingness to lean into data, playbooks, and feedback to continuously improve performance.
• High ethical standards and a commitment to compliance, confidentiality, and always putting the customer’s best interests first – even while you’re chasing ambitious sales goals.
• Experience at a digital‑first distributor is an asset.

• Generous…