Licensed Life Insurance Advisor (Remote)
TorontoRemoteFull-time
AI Summary
A licensed life insurance advisor remotely supporting high-volume inbound leads in Canada. They educate customers, manage applications via phone/email/SMS, use HubSpot, and collaborate cross-functionally to improve sales and customer experience.
About this role
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 Licensed Life Insurance Advisor to help us build the future of insurance in Canada and beyond.
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
What you'll be doing:
Team alignment:
What we are looking for:
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:
Skills
EmailHealth And Dental InsuranceHubspotLife And Critical Illness InsuranceLLQPPhoneSales TargetsSMS
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