Home & Auto Insurance Advisor

PolicyMePersonal insurance

Remote in OntarioFull-TimeMiddle

SalaryThe total target cash compensation for this role is $80,000–$90,000 CAD, based on experience.

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Job Details

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.
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 clean CRM records.
Explain complex coverage concepts clearly and handle customer objections.
Use CRM and workflow tools; HubSpot is preferred.
Show adaptability and a track record of improving sales processes, scripts, sequences, qualification, and follow-up.
Maintain high ethical standards and comply with confidentiality requirements while prioritizing customer interests.
Experience at a digital-first distributor is an asset.

Educate prospective customers about Home & Auto insurance options using the digital platform and product expertise.
Manage inbound Home & Auto leads through the sales funnel and close qualified opportunities via phone, SMS, and email.
Track customer touchpoints, follow-ups, and deal stages in HubSpot.
Recommend coverage based on customer needs, balancing protection, price, and eligibility.
Build and refine sales scripts, talk tracks, objection-handling, workflows, and follow-up sequences.
Work with engineering and product teams to refine digital customer experiences and share product performance feedback.
Meet sales and activity targets and test improvements to sales approaches and follow-up cadence.
Contribute to sales playbooks by logging accurate data and surfacing objections and qualification insights.
Identify bundle and cross-sell opportunities with Life and Health & Dental products.
Ensure recommendations and customer interactions comply with RIBO requirements, carrier guidelines, and internal policies.

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