Bilingual Quebec Licensed Insurance Advisor
Remote
Updated on 4/8/2024
PolicyMe

51-200 employees

Online platform for customized life insurance advice
Company Overview
PolicyMe is a customer-centric life insurance company that simplifies the complex process of acquiring life insurance through its proprietary algorithm, providing transparent and customized advice. The company offers a quick, online application process, with most approvals granted instantly and without medical follow-ups, making it a convenient choice for busy individuals. Furthermore, PolicyMe's empathetic approach, affordable rates, and comprehensive coverage options, including couples and child coverage, demonstrate its commitment to providing financial protection tailored to the unique needs of each customer.
Financial Services
Data & Analytics

Company Stage

Series A

Total Funding

$17.3M

Founded

2018

Headquarters

Toronto, Canada

Growth & Insights
Headcount

6 month growth

23%

1 year growth

50%

2 year growth

105%
Locations
Remote
Experience Level
Entry
Junior
Mid
Senior
Expert
Desired Skills
Sales
CategoriesNew
Sales & Account Management
Customer Success Management
Inside Sales
Requirements
  • 1+ years experience as a Quebec-licensed advisor
  • Bilingualism in French and English
  • Ability to dissect and communicate complex concepts to customers
  • Desire to work as a team and share actionable feedback
  • Enthusiasm for talking to people over the phone, by email, or on chat
  • Lots of empathy, especially when it comes to speaking about health conditions or private financial situations
  • Self-starter with the ability to take ambiguity and produce amazing results
  • Willingness to understand and live PolicyMe’s core values
  • Subject to credit checks, background checks, and reference checks
Responsibilities
  • Become a life insurance product guru through 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 pair customers with appropriate products
  • Work closely with sales teammates to solve complex client problems
  • Access consistent 1:1 coaching, ongoing learning, and mentorship
  • Ensure prospective customers receive unparalleled service