Bilingual Licensed Insurance Advisor (remote)

Bilingual Licensed Insurance Advisor (remote)

Remote in Canada

Customer Success / Full-time / Remote

Overview of the role :

Join us at PolicyMe! 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. PolicyMe 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 PolicyMe : 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!

How it is different from a typical insurance advisor role :

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!

Reports To : Customer Success Manager

Salary Range : $80,000 - $90,000 including OTE

What you'll be doing :

• 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

What we are looking for :

Why join us :

About PolicyMe :

PolicyMe is a Venture-Backed InsurTech startup on a mission to put families first, protecting them with the honest and uncomplicated life insurance they deserve. Through technology, PolicyMe 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. PolicyMe 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.

PolicyMe was also most recently voted as one of Canada's 50 Most Impactful Companies of 2021, and has been mentioned in BetaKit, National Post, the Global & Mail, Global News and more. If you're interested in being considered for this opportunity, please submit a resume.

Commitment to Equal Opportunity :

PolicyMe is proud to be an equal opportunity employer. All applicants will be considered for employment without attention to race, colour, religion, sex, sexual orientation, gender identity, national origin, or disability status. We thank all applicants for their interest, however, only those selected for an interview will be contacted.

Accessibility Statement :

PolicyMe is dedicated to ensuring an accessible experience for all candidates. If you require accommodations during the application process, please let us know in the "Additional Information" section of the job application. We are committed to working with you to provide support and make reasonable adjustments throughout the process.