Overview of the role:
Join us at PolicyMe! We’re modernizing life insurance and we’d like your help. Life insurance is a $1T industry that 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 Bilingual 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!
This is a full-time position (40 hours per week) with 1-weekend shift per month.
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 significant upward mobility into strategic leadership roles. 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!
Reports To: Customer Success Manager
Salary Range: $60,000 - $80,000
What you’ll be doing:
- Become a life insurance product guru through both independent and on-site training
- Serve as the first point of contact for prospective customers via phone
- Address customer questions on their needs, specific life insurance products, 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 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
What we are looking for:
- 1+ years experience as a Quebec-licensed advisor.
- Bilingualism in French and English
- 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 on chat!
- 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 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
Please note: 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 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. If you’re interested in being considered for this opportunity, please submit a resume.
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.
