Insurance Advisor

2 weeks ago


Oakville, Canada PolicyAdvisor Brokerage 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 at client management and customer service?
- Do you want to make a big impact at 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, providing expert 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 primary feedback channel between customers and product teams, driving improvements to our process and technology.

**Requirements**:

- Work experience or interest in life and 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 staying up to date with digital trends.
- Strong problem-solving skills and attention to detail.
- High standards of ethics and integrity.
- Creativity and a natural inclination to think outside the box are highly valued.
- Motivation to learn, grow professionally, and contribute to the company's growth and culture.
- Enjoy working as part of a team but also self-motivated.

**Salary and Benefits**

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

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

**Salary**: $45,000.00-$75,000.00 per year

**Benefits**:

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

**Shift Timings**:
12:00 PM-9:00 PM Eastern Time

**Supplemental Pay Types**:

- Bonus pay
- Signing bonus

**Experience**:

- Financial services: 1 year (required)

**License/Certification**:

- Life insurance agent license or cleared LLQP exam (must-have)

**Work Location**: Hybrid (Oakville, Ontario)

Pay: From $45,000.00 per year

Additional pay:

- Bonus pay
- Signing bonus

**Benefits**:

- Casual dress
- Company events
- Dental care
- Extended health care
- Life insurance
- On-site parking
- 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

Ability to commute/relocate:

- Oakville, ON L6H 5S3: reliably commute or plan to relocate before starting work (preferred)

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?
- Its a hybrid role

Licence/Certification:

- A valid Life insurance agent license or cleared LLQP (required)

**Location**:

- Oakville, ON L6H 5S3 (required)

Work Location: Hybrid remote in Oakville, ON L6H 5S3



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