Bilingual Licensed Insurance Advisor (remote)

Remote; San Francisco (CA); Remote; USD 46,000 - 60,000; Full time

Benefits offered by this job

Generous PTO - 20 vacation days

Stock options

Remote-first with Toronto office aable

L&D budget

Performance reviews twice a year

Flexible, results-oriented environment

Job summary

PolicyMe is a remote-first startup seeking a Licensed Life Insurance Advisor to educate customers on life, health & dental needs and guide them through products. You’ll handle inbound leads via phone, SMS and email, ensuring coverage and a smooth process while partnering with sales for optimal solutions.

The role emphasizes coaching, feedback, and growth within a collaborative team that values empathy and strong client relationships. Quebec licensing is encouraged and LLQP is required.

Qualifications

• Bilingual French and English proficiency.
• Licensed LLQP advisor with life and accident & sickness license.
• 1–4 years of experience in insurance or related field.
• Sales-oriented with a proven track record of exceeding targets.
• Ability to explain complex concepts clearly to customers.
• Team player who contributes feedback for operational improvements.
• Empathetic, at ease discussing health and financial matters.
• Self-starter with growth mindset and ownership of client pipeline.

Responsibilities

• Become a life, critical illness and health & dental product guru through training.
• Serve as the first contact for prospective customers via phone.
• Address questions on needs and products or insured process.
• Use consultative sales to match customers with appropriate products.
• Collaborate with sales and team leads to solve client problems.
• Receive 1:1 coaching, ongoing learning, mentorship.
• Ensure prospective customers receive outstanding service.
• Manage inbound applicant pipeline in Hubspot.

Skills

Bilingual (FR/EN)

LLQP license

Quebec licensed advisor

Insurance experience

Sales orientation

Explain complex concepts

Team collaboration

Empathy

Self-starter

Growth mindset

Pipeline ownership

Values alignment

Job description

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!

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:

• 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 PolicyMe'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

Why join us:

• 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

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.

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.