Bilingual Quebec Licensed Insurance Advisor (Remote)

This is an opportunity to be part of a dynamic and rapidly growing startup, with opportunity for upward mobility. Be involved in discussions across the organization on how to streamline operations, improve the customer experience and 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.

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What we are looking for:

• 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
• Group Insurance of Persons license is considered a great asset