Insurance Advisor

PolicyAdvisor; Oakville; On-site; CAD 45,000 - 75,000; Full time

Job summary

PolicyAdvisor.com in Oakville, Ontario is building a fast-growing life insurance platform and seeks a Finance graduate to guide customers through our digital life and living benefit products.

You will manage inbound inquiries, explain products, support underwriting, and help clients complete applications with accuracy. No cold calling; strong emphasis on service, ethics and teamwork as the company grows.

Qualifications

• Work experience or interest in life and living benefit insurance sales or service.
• Life insurance broker license or LLQP is a must.
• Excellent communication across channels and strong tech affinity.

Responsibilities

• Manage prospective buyers and clients via our digital platform.
• Deliver informed advice on life and living benefit products.
• Explain products and guide customers through application and underwriting.
• Review applications for accuracy before submission.
• Support customers with digital tools and scheduling underwriting steps.
• Act as main feedback channel to product teams to improve processes.

Skills

Customer service

Communication

Problem solving

Attention to detail

Ethics

Teamwork

Self-motivated

Education

Finance degree

LLQP certification

Job description

LIFE INSURANCE ADVISOR ROLE - EXCITING INSURTECH STARTUP

PolicyAdvisor.com is an exciting, early-stage, insurtech startup that is transforming the way Canadians buy insurance. We've built a brand-new digital insurance platform that offers a simple, intuitive alternative to the archaic, offline distribution model used by most of Canada's insurance industry. With a compelling vision, proven management team, and significant seed funding, PolicyAdvisor.com brings innovation and disruption to the rapidly evolving insurtech space. Since launching in Q2-2019 we've helped countless Canadians get the coverage they need; we're going to help even more in 2026 and beyond.

Are you ready to help build PolicyAdvisor.com and get more Canadians covered? And give an age-old industry the jolt it needs? Then read on.

Who we're looking for

• Are you building a career in the insurance industry?
• Do you consider yourself a natural when it comes to client management and customer service?
• Do you want to have a big impact on an early-stage, well-funded startup?

We're searching for an enthusiastic finance graduate seeking to build a career in the financial services life insurance space. The role will be at the intersection of technology and insurance and require managing prospective buyers and clients that come to our digital platform. The selected candidate is expected to deliver informed and accurate advice on a wide variety of life and living benefit insurance products in a charismatic, helpful manner.

Our team is growing, and this role offers significant opportunities for career advancement.

Responsibilities

• No cold calling - we have a strong inbound acquisition channel
• Manage relationships and deliver excellent customer service
• Explain how life insurance and related products work, and provide expert insurance advice and guidance to customers.
• Assist customers with our digital tools and walk them through the application and underwriting process.
• Review digital life insurance applications for accuracy before submission to the insurance carrier(s).
• Help customers submit medical and non-medical forms and schedule appointments required to satisfy underwriting requirements.
• Regularly communicate with customers through various channels, including phone, email, web, and video chat.
• Demonstrate expertise in non-face-to-face carrier workflows, underwriting processes, and software tools.
• Act as the main channel of feedback between customers and product teams, to drive improvements to our process and technology.

Requirements

• Work experience or interest in life & living benefit insurance sales or service.
• Life insurance broker license or LLQP is a must.
• Passion for customer service and the value of insurance.
• Excellent communication skills whether in-person, by email, or on phone calls.
• A deep love of technology and keeping a finger on the pulse of all things digital.
• Strong problem-solving skills and attention to detail.
• Must value ethics and integrity.
• Creativity and a natural inclination to think outside the box are highly valued skills on our team.
• Motivated to learn and grow professionally and contribute to the company's growth and culture.
• Enjoy working on a team, but also self-motivated.

Salary and Benefits

• PolicyAdvisor is a fast-growing company and presents an excellent chance to assume a leadership role. We expect massive growth over the next few years which will provide significant opportunities for advancement.
• Highly competitive base salary with attractive performance-based sales bonuses.
• Diverse, open-minded coworkers. New ideas are encouraged as we continually enhance the insurance-buying experience and make protection products accessible for all Canadians