Home & Auto Insurance Advisor

PolicyMe Corp.; Indiana; Remote; USD 65,000 - 100,000; Full time

Job summary

PolicyMe, a remote-first, Toronto-based startup, is seeking a Home & Auto Insurance Advisor to drive sales and customer-centric conversations for Canada and beyond. You will handle inbound leads, close business, and provide clear guidance while collaborating to refine our sales processes and growth of PolicyMe’s P&C business.

Reporting to the Associate Director, Home & Auto, you’ll leverage a scalable playbook, log activity in HubSpot, and pursue cross-sell opportunities to maximize

Qualifications

• Licensed P&C advisor in Ontario (RIBO Level 1 or higher).
• 3+ years of experience selling personal lines (Home & Auto).
• Builder mentality - entrepreneurial and adaptable, with track record of improving processes.

Responsibilities

• Set the tone and standards for PolicyMe’s P&C customer experience with high-energy, high-conversion interactions.
• Ensure all recommendations and interactions comply with RIBO requirements, carrier guidelines, and internal policies.
• Hit and exceed monthly sales and activity targets; optimize the sales process with new hooks and follow-ups.
• Log accurate data in HubSpot, surface objections, refine qualification criteria and next-best actions.
• Identify bundle and cross-sell opportunities with Life and Health & Dental to increase overall premium per household.

Skills

P&C insurance

Sales mindset

Consultative selling

Education

Licensed P&C advisor in Ontario (RIBO Level 1+)

Tools

HubSpot

Job description

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 PolicyMe 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. As a Home & Auto Insurance Advisor, you’ll be on the front lines helping customers protect their homes and vehicles while delivering a modern, digital‑first experience. You’ll focus on sales execution - handling inbound leads, closing business, and providing clear, honest advice that builds long‑term trust with our customers. You’ll also collaborate with the rest of the team to refine our sales processes, share insights from customer conversations, and contribute to the continued growth of PolicyMe’s P&C business.

Reports To : Associate Director, Home & Auto

What you’ll be doing

• Set the tone and standards for how PolicyMe 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 HubSpot, 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 PolicyMe 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.

What we are looking for

• 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.