Licensed Life Insurance Advisor (Remote)

Strong written and verbal communication skills. 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. 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.

Help prospective clients navigate insurance options using PolicyMe’s digital platform and product knowledge. Speak with customers to answer questions and guide them through the buying process. Manage a high-volume pipeline of 300–350 leads each month. Use HubSpot to track conversations, follow-ups, and application stages. Recommend the right coverage based on customer needs using a consultative approach. 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.