Overview of the role:

We’re on a mission to modernize insurance, making it simpler, more accessible, and customer-first. The insurance industry is a $1T market that has remained largely untouched by the digital revolution, and PolicyMe is here to change that. As a remote-first, Toronto-based startup with big ambitions, we’re looking for a Bilingual Quebec Licensed Insurance Advisor to help us build the future of insurance in Canada and beyond.

On a typical day, you’ll be educating our customers on their insurance needs by answering challenging questions, dealing with advanced customer cases, and guiding them through our different products. You will be on the front lines of PolicyMe: managing all inbound leads through their policy applications, and ensuring they get the coverage they need (and feel good about the process) via phone, SMS and email!

How it is different from a typical insurance advisor role:

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!

Reports To: Customer Success Manager

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.

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

Please note: As a standard procedure for audit compliance, this position is subjec

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