Bilingual Licensed Insurance Advisor (Remote)
CanadaFull-TimeMiddle
Salary80000 - 90000 USD per year
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Job Details
- Languages
- English, French
- Experience
- 1 - 4 years
- Required Skills
- SalesforceCommunication SkillsCustomer serviceRESTful APIsJSONSales experienceCRMCustomer Success
Requirements
- Bilingual in French and English, with strong written and verbal communication in both.
- 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.
- 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.
Responsibilities
- Help prospective clients navigate insurance options using PolicyMe’s digital platform.
- Speak with customers in French & English to answer questions and guide them through the buying process.
- Manage a high-volume pipeline of 300–350 inbound leads each month.
- Use HubSpot to track conversations, follow-ups, and application stages.
- Recommend the right coverage based on customer needs.
- Maintain high-quality service across phone, email, and SMS channels.
- Address customer questions related to their needs, product details, or the insurance process.
- Collaborate with teammates and team leads to improve workflows and elevate customer experience.
- Ensure every prospective customer receives honest, helpful, and human service.
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