Life Insurance Advisor

2 weeks ago

Oakville, Canada PolicyAdvisor Brokerage (PAB) Inc. Full time

**LIFE INSURANCE ADVISOR ROLE - EXCITING INSURTECH STARTUP**

**Who we're looking for**
- Are you building a career in the insurance industry?
- Do you consider yourself a natural when it comes to client management and customer service?
- Do you want to have a big impact on an early-stage, well-funded startup?

Our team is growing, and this role offers significant opportunities for career advancement.

**Responsibilities**
- No cold calling - we have a strong inbound acquisition channel
- Manage relationships and deliver excellent customer service
- Explain how life insurance and related products work, and provide expert insurance advice and guidance to customers.
- Help customers submit medical and non-medical forms and schedule appointments required to satisfy underwriting requirements.
- Demonstrate expertise in non-face-to-face carrier workflows, underwriting processes, and software tools.
- Act as the main channel of feedback between customers and product teams, to drive improvements to our process and technology.

**Requirements**:

- Work experience or interest in life & living benefit insurance sales or service.
- Life insurance broker license or LLQP is a must.
- Passion for customer service and the value of insurance.
- A deep love of technology and keeping a finger on the pulse of all things digital.
- Strong problem-solving skills and attention to detail.
- Must value ethics and integrity.
- Creativity and a natural inclination to think outside the box are highly valued skills on our team.
- Motivated to learn and grow professionally and contribute to the company's growth and culture.
- Enjoy working on a team, but also self-motivated.

**Salary and Benefits**
- PolicyAdvisor is a fast-growing company and presents an excellent chance to assume a leadership role. We expect massive growth over the next few years which will provide significant opportunities for advancement.
- Highly competitive base salary with attractive performance-based sales bonuses.
- Comprehensive health insurance coverage
- Relaxed, collaborative office setting - previously in downtown Toronto, but over Zoom for the foreseeable future.
- Diverse, open-minded coworkers. New ideas are encouraged as we continually enhance the insurance-buying experience and make protection products accessible for all Canadians

**Job Types**: Full-time, Permanent

Pay: $45,000.00-$75,000.00 per year

Additional pay:

- Bonus pay

**Benefits**:

- Casual dress
- Dental care
- Extended health care
- Life insurance
- Paid time off
- Vision care
- Work from home

Flexible language requirement:

- French not required

Schedule:

- 8 hour shift
- Day shift
- Evening shift
- Monday to Friday
- Weekends as needed

Application question(s):

- Could you please confirm if you are comfortable with the shift timings of 12:00 PM to 9:00 PM Eastern Time?
- Are you legally eligible to work in Canada?

**Experience**:

- Financial services: 1 year (required)

Licence/Certification:

- Life insurance agent license or cleared LLQP exam (required)

Work Location: Hybrid remote in Oakville, ON L6H 6P5

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