Life Insurance Coach

InsuranceFull TimeToronto, ON

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Want to make life insurance simpler and more affordable for Canadians? PolicyMe is

a Toronto-based startup with a mission to make buying life insurance more

transparent, customized and most importantly, convenient.


We are rapidly growing and looking for an Insurance Coach to join our team!

PolicyMe is entering the next phase of growth, expanding our reach across the

marketplace. Join us and help build the future of PolicyMe!

About the role:

In a typical day, you’ll be educating our customers on their insurance needs through

answering challenging questions, dealing with advanced customer cases, and guiding

them through our different products. You will also collaborate with both

internal and external stakeholders to ensure an incredible experience for all our

users.

How it is different from a typical insurance advisor role

  • Guaranteed salary structure so you can prioritize honest advice over
    commission
  • Limited case management after an application is submitted – our automated processes take care of the rest
  • No cold calling – we’ve developed successful inbound acquisition channels
  • Opportunity to be part of a dynamic and rapidly growing startup, with
    significant upward mobility into strategic leadership roles
  • 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

What we are looking for:

  • Experience in the consumer financial services industry (insurance or wealth management)
  • Ability to dissect and communicate complex concepts to our customers
  • The desire to work as a team and share actionable feedback that will guide operational and strategic improvements
  • Enthusiasm for talking to people, through any channel!
  • Empathy – especially when it comes to speaking about health conditions or private financial situations
  • Self-starter – someone who can take ambiguity from customers and their team, and produce amazing results
  • A willingness to understand and live PolicyMe’s core values when it comes to advice on what a customer needs and what products are best suited to meet those needs
  • Licensed life insurance agent or assistant a big plus!

What you will be doing:

  • Become a life insurance product guru through both independent and on-site training
  • Collaborate with our operations teams (customer success, new business, etc.) to ensure a seamless customer experience
  • Address customer questions on their needs, specific life insurance products, or the process to getting insured
  • Practice consultative sales techniques to ensure that we are pairing customers up with the most appropriate products for their unique needs
  • Be instrumental in the development of our life insurance recommendations engine, insurance products and partnerships through firsthand insight into our customers