Full-Time

Bilingual Quebec Licensed Insurance Advisor

Remote

Confirmed live in the last 24 hours

PolicyMe

PolicyMe

51-200 employees

Online platform for affordable life insurance

Fintech
Financial Services

Compensation Overview

$80k - $90kAnnually

Junior, Mid

Remote in Canada

Category
Insurance
Finance & Banking
Required Skills
Sales
Hubspot
Requirements
  • 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
  • Bilingualism in French and English
Responsibilities
  • 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

PolicyMe offers affordable life insurance and critical illness insurance to Canadians through a user-friendly online platform. By reducing overhead costs with a digital-first approach, they provide lower premiums and honest advice to individuals and families. The company is backed by established partners, enhancing its credibility, and has sold over $6 billion in coverage since 2018. PolicyMe aims for transparency and customer satisfaction while fostering a positive work culture.

Company Stage

Series A

Total Funding

$20.5M

Headquarters

Toronto, Canada

Founded

2018

Growth & Insights
Headcount

6 month growth

24%

1 year growth

56%

2 year growth

142%
Simplify Jobs

Simplify's Take

What believers are saying

  • PolicyMe's recent $18 million Series A funding will enable further expansion and product development, enhancing growth prospects.
  • The company's commitment to transparency and customer satisfaction fosters a trustworthy relationship with clients, potentially leading to high customer retention.
  • PolicyMe's innovative approach to life insurance and critical illness coverage positions it as a leader in the Canadian insurtech market.

What critics are saying

  • The competitive landscape of the insurtech market in Canada could pose challenges in maintaining market share.
  • Dependence on partnerships with insurance providers may limit PolicyMe's control over product offerings and pricing.

What makes PolicyMe unique

  • PolicyMe's digital-first approach significantly reduces overhead costs, allowing them to offer lower premiums compared to traditional insurers.
  • The company offers the most comprehensive critical illness coverage in Canada, covering 44 conditions, which is 10-15 more than the average Canadian insurer.
  • Backed by industry giants like Canadian Premier Life Insurance and Securian Financial, PolicyMe enjoys enhanced credibility and financial stability.

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