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. You’ll never have to prospect. All leads are inbound, qualified, and supported by a top-performing marketing and growth team. You'll be involved in discussions across the organization on how to streamline operations, improve the customer experience and help 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
Overview of the roleJoin 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. You’ll never have to prospect. All leads are inbound, qualified, and supported by a top-performing marketing and growth team. You'll be involved in discussions across the organization on how to streamline operations, improve the customer experience and help build innovative insurance products. Ride a wave of industry disruption, instead of fighting against it.Reports To: Customer Success ManagerSalary Range: $80,000 - $90,000 including OTE
What you'll be doing:
Help prospective clients navigate life, critical illness, and health & dental insurance options using PolicyMe’s digital platform and your product knowledge
Speak with customers to answer questions and guide them through the buying process
Manage a high-volume pipeline of 300–350 leads each month
Use HubSpot to track conversations, follow-ups, and application stages
Recommend the right coverage based on customer needs, using a clear and honest consultative approach
Maintain high-quality service across phone, email, and SMS channels
Address customer questions related to their needs, product details, or how the insurance process works
Collaborate with teammates and team leads to help improve workflows and elevate the customer experience
Ensure every prospective customer receives the same honest, helpful, and human service PolicyMe is known for
Other duties as required
What we are looking for:
Strong written and verbal communication skills
Open to obtaining licensing in Quebec if not already licensed there
A licensed Life and Accident & Sickness insurance agent with a valid LLQP
1 - 4 years of experience in insurance or a related industry
Experience managing a high-volume pipeline with strong organizational skills
A proven track record of exceeding sales targets in a consultative sales environment
Ability to manage objections and explain complex concepts clearly
A natural conversationalist who builds rapport easily and makes clients feel heard
High empathy and discretion, especially when speaking about personal or financial topics
Coachable and a strong desire to learn and improve
A growth mindset with the ability to adapt to change and contribute to continuous improvement
Ownership over your work and your pipeline
Alignment with PolicyMe’s values and commitment to putting the customer’s best interest first
Please note: This is a full-time position (40 hours per week). As a standard procedure for audit compliance, this position is subject to credit checks, background checks, and reference checks.
Why join us:
Generous PTO - 20 vacation days
Access to stock options, and health benefits
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:
At PolicyMe, we are Canada’s leading digital insurance solution, offering straightforward and affordable financial protection for families from coast to coast. Our product suite includes Life Insurance, Critical Illness Insurance, and Health & Dental Insurance, all tailored to Canadians' evolving needs. We also offer B2B2C solutions, partnering with organizations to provide seamless digital insurance options. Founded by a team of insurance experts and technology entrepreneurs, PolicyMe is committed to making insurance simpler and more accessible. Since our launch in 2018, we have grown exponentially, selling over $10 billion in insurance coverage to Canadians.
We are proud of the team we’ve built and are excited for those that are yet to join us. We operate with a remote-first culture, attracting top talent from across Canada. If you’re looking for a fast-paced, collaborative environment, working alongside incredibly ambitious yet humble humans, we may be the right place for you! To learn more, visit www.policyme.com.
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.
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