Insurance Advisor

PolicyAdvisor; Oakville; On-site; CAD 45,000 - 65,000; Full time

Benefits offered by this job

Leadership opportunities

Competitive base salary

Sales bonuses

Job summary

PolicyAdvisor is an exciting insurtech startup transforming how Canadians access life and living-benefit insurance through a modern digital platform. The Life Insurance Advisor will manage inbound inquiries, deliver informed and compassionate guidance, explain policy options, and help clients navigate the application and underwriting process with clarity and empathy.

We offer LLQP sponsorship, strong growth, and a clear path to leadership.

Qualifications

• Experience in life & living benefit insurance sales or service.
• Ability to explain complex insurance concepts clearly to customers.
• Comfort with digital tools and online applications.
• Strong communication and organizational skills.
• Self-motivated with a client-centric mindset.

Responsibilities

• No cold calling - inbound channel.
• Manage relationships and deliver excellent customer service.
• Explain life insurance products and provide expert guidance to customers.
• Assist customers with digital tools and walk them through applications and underwriting.
• Review applications for accuracy before submission to carriers.
• Help customers submit medical and non-medical forms and schedule underwriting appointments.
• Regularly communicate with customers via phone, email, web, and video chat.
• Demonstrate expertise in non-face-to-face carrier workflows and underwriting processes.
• Act as feedback channel between customers and product teams to drive improvements.

Skills

Customer service excellence

Client management

Digital tools

Tech-savvy

Communication skills

Problem-solving

Ethics & integrity

Teamwork & collaboration

Education

LLQP certification or life insurance broker license

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.

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.
• LLQP certification or a life insurance broker license is preferred. Eligible candidates may receive full company sponsorship, including coverage of licensing costs, training, and support to obtain certification.
• 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