Home & Auto Insurance Advisor

This is a fully remote position, open to applicants in Canada.

📋 Description

• Educate potential customers about Home & Auto insurance options utilizing PolicyMe’s digital platform and product knowledge.

• Manage a substantial influx of inbound Home & Auto leads.

• Navigate qualified opportunities through the sales funnel and finalize policies through phone, SMS, and email communications.

• Keep track of calls, emails, follow-ups, and deal stages using HubSpot.

• Suggest coverage based on customer requirements employing a consultative, customer-first methodology.

• Develop and enhance sales scripts, talk tracks, objection-handling techniques, workflows, and follow-up sequences in HubSpot.

• Collaborate with engineering and product teams to improve client digital experiences and communicate product performance.

• Provide a high-energy, high-conversion, transparent, and customer-centric experience.

• Ensure that recommendations and customer interactions adhere to RIBO requirements, carrier guidelines, and internal policies.

• Achieve and surpass monthly sales and activity goals.

• Test and optimize sales processes, discovery questions, and follow-up strategies.

• Contribute to the development of a scalable Home & Auto sales playbook and refine qualification criteria.

• Identify bundle and cross-sell opportunities with Life and Health & Dental insurance.

• Assist in positioning PolicyMe as Canada’s preferred digital-first personal insurance distributor.

⛳️ Requirements

• Licensed P&C advisor in Ontario (RIBO Level 1 or higher).

• Over 3 years of experience in selling personal lines (Home & Auto), preferably in a high-volume, phone-based or digital sales setting.

• Entrepreneurial spirit with a builder mentality and adaptability.

• Proven history of surpassing sales targets in a consultative sales environment.

• Experience managing a complete inbound pipeline from initial contact to closure.

• Strong skills in pipeline management and organization.

• Capability to handle a significant volume of leads while upholding follow-up discipline and maintaining clean CRM records.

• Excellent communication skills and a consultative sales approach.

• Ability to address objections and clarify complex coverage concepts effectively.

• High empathy and discretion when handling personal and financial information.

• A sense of urgency and ownership regarding sales metrics.

• Familiarity with CRM and workflow tools; HubSpot is preferred.

• Willingness to apply data, playbooks, and feedback to enhance performance.

• Strong ethical standards and a commitment to compliance, confidentiality, and customer interests.

• Experience at a digital-first distributor is an advantage.

🏝️ Benefits

• 20 vacation days.

• Comprehensive benefits plan with premiums fully covered by PolicyMe.

• Investment in professional development, including an L&D budget.

• Budget for AI tooling.

• Biannual performance reviews.

• Continuous feedback.

• Remote-first team culture.

• Flexibility to work from home or the Toronto-based office.

• Expenses covered for employees attending in-person experiential social events twice a year.

• Performance-based stock options.