Job Title

Overview of the role Were on a mission to modernize insurance, making it simpler, more accessible, and customerfirst. 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 remotefirst, Torontobased startup with big ambitions, were looking for a Home & Auto Insurance Advisor to help us build the future of insurance in Canada and beyond. Reports To Director of Sales What you'll be doing As a Home & Auto Insurance Advisor, youll be on the front lines helping customers protect their homes and vehicles while delivering a modern, digitalfirst experience. Youll focus on sales execution handling inbound leads, closing business, and providing clear, honest advice that builds longterm trust with our customers. Youll also collaborate with the team to refine our sales processes, share insights, and contribute to the continued growth of PolicyMes P&C business. First 6 months - Educate prospective customers on Home & Auto insurance options using PolicyMes digital platform and your product expertise, breaking down coverage in clear, honest terms so they feel confident moving forward. - Manage a highvolume, 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, followups, 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, customerfirst approach that balances protection, price, and eligibility. - Build and refine sales scripts, talk tracks, objectionhandling, workflows, and followup sequences in HubSpot to improve contact rates, appointment show rates, and close rates. - Set the tone and standards for how PolicyMe serves P&C customers by delivering a highenergy, highconversion, but always honest and customercentric experience on every interaction. - Ensure all recommendations and customer interactions are fully compliant with RIBO requirements, carrier guidelines, and internal policies. 612 months and beyond - Establish yourself as a topperforming 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 followup 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 nextbest actions. - Identify and act on bundle and crosssell opportunities with Life and Health & Dental, increasing overall premium per household while keeping customer needs and affordability front and center. - Help position PolicyMe as Canadas goto digitalfirst distributor of personal insurance by delivering an experience that feels modern, simple, and genuinely salesdriven in the best sense: efficient, helpful, and outcomeoriented. What we are looking for - A licensed P&C advisor in Ontario (RIBO Level 1 or higher). - 3+ years of experience selling personal lines (Home & Auto), ideally in a highvolume, phonebased 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 followup). - 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: youre comfortable juggling a large volume of leads while maintaining tight followup 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 customers best interests first even while youre chasing ambitious sales goals. - Experience at a digitalfirst distributor is an asset. Why join us - 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 highperforming, lowego, remotefirst team that is truly disrupting an old industry. - Option to work from home or our Torontobased office (bonus: we cover the costs to bring all our employees inperson twice a year for experiential socials!). - Access to stock options based on performance. - Compensation: The total target cash compensation for this role with OTE is $88,000$120,000 CAD, based on experience. Well walk through the details together during the interview. Equal Opportunity Employer PolicyMe is an equal opportunity employer. We welcome applicants of all backgrounds and provide fair consideration regardless of race, colour, religion, sex, sexual orientation, gender identity, national origin, or disability. #J-18808-Ljbffr