Home & Auto Insurance Advisor
P
PolicyMePersonal insurance
We operate with a remote-first culture, attracting top talent from across Canada.Full-TimeMiddle
SalaryThe total target cash compensation for this role is $80,000–$90,000 CAD, based on experience.
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Job Details
- Experience
- 3+ years of experience selling personal lines (Home & Auto)
- Required Skills
- HubSpot
Requirements
- Hold an Ontario P&C advisor license at RIBO Level 1 or higher.
- Have 3+ years of experience selling personal lines (Home & Auto).
- Bring experience in a high-volume, phone-based or digital sales environment, ideally.
- Demonstrate a track record of exceeding sales targets in a consultative sales environment.
- Be comfortable owning an inbound pipeline from first contact through close.
- Manage a high volume of leads with disciplined follow-up and accurate CRM records.
- Explain complex coverage concepts clearly, handle objections, and guide customers toward decisions.
- Be comfortable with CRM and workflow tools; HubSpot is preferred.
- Demonstrate ethical judgment and a commitment to compliance, confidentiality, and customer interests.
- Experience at a digital-first distributor is an asset.
Responsibilities
- Educate prospective customers on Home & Auto insurance options and explain coverage clearly.
- Manage inbound leads through the sales funnel and close qualified opportunities by phone, SMS, and email.
- Track customer touchpoints, follow-ups, and deal stages in HubSpot.
- Recommend coverage based on customer needs, protection, price, and eligibility.
- Build and refine sales scripts, talk tracks, objection-handling, workflows, and follow-up sequences.
- Work with engineering and product to refine client digital experiences and share product performance insights.
- Ensure recommendations and customer interactions comply with RIBO requirements, carrier guidelines, and internal policies.
- Meet monthly sales and activity targets and optimize sales processes.
- Record sales data, surface common objections, and help refine qualification criteria and team playbooks.
- Identify relevant bundle and cross-sell opportunities with Life and Health & Dental.
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