Bilingual Licensed Insurance Advisor (Remote)

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.

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Reports To: Customer Success Manager

Salary Range: OTE is $88,000 with earnings potential up to $120,000

What you'll be doing:

• Help prospective clients navigate life, critical illness, and health & dental insurance options using PolicyMe’s digital platform and your product knowledge
• Speak with customers in both 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, using a clear and honest consultative approach
• Maintain high-quality service across phone, email, and SMS channels
• Address customer questions related to their needs, product details, or how the insurance process works
• Collaborate with teammates and team leads to help improve workflows and elevate the customer experience
• Ensure every prospective customer receives the same honest, helpful, and human service PolicyMe is known for
• Other duties as required

Team alignment:

• This role may fall under either the Sales or Retention team, depending on hiring priorities. Sales-focused advisors will help convert inbound leads into new customers, while Retention-aligned advisors will focus on renewals and supporting existing policyholders. Both tracks offer opportunities for impact and advancement.

Candidates Also Search: Remote Customer Service Jobs

Why join us:

• 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
• A natural conversationalist who builds rapport easily and makes clients feel heard
• 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
• Alignment with PolicyMe’s values and commitment to putting the customer’s best interest first