policyme - Home & Auto Insurance Advisor
Requirements
• A licensed P&C advisor in Ontario (RIBO Level 1 or higher). • 3+ years of experience selling personal lines (Home & Auto), ideally in a high‑volume, phone‑based or digital sales environment. • A builder mentality - entrepreneurial and adaptable - with a track record of not just working a process but improving it (scripts, sequences, qualification, and follow‑up). • A proven track record of exceeding sales targets in a consultative sales environment, with comfort owning a full inbound pipeline from first contact to close. • Strong pipeline management and organization skills: you’re comfortable juggling a large volume of leads while maintaining tight follow‑up discipline and clean CRM hygiene. • Strong communication skills and a consultative sales style - you can manage objections, explain complex coverage concepts clearly, and make clients feel heard while still driving to a decision. • High empathy and discretion, especially when discussing personal and financial details, paired with a clear sense of urgency and ownership over your numbers. • Comfort with CRM and workflow tools (HubSpot preferred) and a willingness to lean into data, playbooks, and feedback to continuously improve performance. • High ethical standards and a commitment to compliance, confidentiality, and always putting the customer’s best interests first - even while you’re chasing ambitious sales goals. • Experience at a digital‑first distributor is an asset.
Responsibilities
• Educate prospective customers on Home & Auto insurance options using PolicyMe’s digital platform and your product expertise, breaking down coverage in clear, honest terms so they feel confident moving forward. • Manage a high-volume, inbound pipeline of Home & Auto leads, moving them efficiently through the sales funnel and converting qualified opportunities into closed policies via phone, SMS, and email. • Use HubSpot to track every touchpoint - calls, emails, follow-ups, and deal stages - so your pipeline is always clean, up to date, and easy to forecast from. • Recommend the right coverage based on customer needs using a consultative, customer‑first approach that balances protection, price, and eligibility. • Build and refine sales scripts, talk tracks, objection‑handling, workflows, and follow‑up sequences in HubSpot to improve contact rates, appointment show rates, and close rates. • Work directly with engineering and product to refine client digital experiences and communicate how our products are performing. • Set the tone and standards for how PolicyMe serves P&C customers by delivering a high‑energy, high‑conversion, but always honest and customer‑centric experience on every interaction. • Ensure all recommendations and customer interactions are fully compliant with RIBO requirements, carrier guidelines, and internal policies. • 6–12 months and beyond • Establish yourself as a top‑performing Home & Auto advisor, consistently hitting and exceeding monthly sales and activity targets (contact rate, talk time, conversions etc). • Continuously optimize your own sales process by testing new hooks, discovery questions, and follow‑up cadences - and feeding winning approaches back into team playbooks. • Contribute to a scalable, repeatable sales playbook for Home & Auto by logging accurate data in HubSpot, surfacing common objections, and helping refine qualification criteria and next‑best actions. • Identify and act on bundle and cross‑sell opportunities with Life and Health & Dental, increasing overall premium per household while keeping customer needs and affordability front and center. • Help position PolicyMe as Canada’s go‑to digital‑first distributor of personal insurance by delivering an experience that feels modern, simple, and genuinely sales‑driven in the best sense: efficient, helpful, and outcome‑oriented.
Benefits
• Generous PTO - 20 vacation days • A comprehensive benefits plan with premiums paid in full by PolicyMe • Investment in your professional development, including an L&D budget, AI tooling budget, performance reviews twice a year and ongoing feedback to ensure you reach your highest potential • An extremely high performing, low-ego, remote-first team that is truly disrupting an old industry • Option to work from home or our Toronto-based office (bonus: we cover the costs to bring all our employees in-person twice a year for experiential socials!) • Access to stock options based on performance • Compensation: The total target cash compensation for this role is $80,000–$90,000 CAD, based on experience. We’ll walk through the details together during the interview.
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