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# Bilingual Licensed Insurance Advisor

Review the role, location requirements, compensation details, and application process before deciding whether this opportunity fits your next career move.

[Apply for this job](#job-application)[View company](https://jobicy.com/company/policyme.md)Share17 Aug 2026Published44Listing views4Application actions16 Sep 2026Apply before  Opportunity details

## About this role.

AI SummaryPolicyMe is hiring a full-time bilingual French-English Licensed Insurance Advisor for a remote-first Canadian team, with an option to work from its Toronto office. The advisor will guide inbound prospects or existing policyholders through life, critical illness, and health and dental insurance decisions across phone, SMS, and email. Core responsibilities include managing 300–350 inbound leads monthly, documenting activity in HubSpot, handling complex customer questions, and delivering consultative recommendations. Candidates need a valid LLQP life and accident & sickness license, 1–4 years of relevant experience, strong sales or retention capability, and a customer-first approach. The environment is fast-paced and collaborative, with opportunities to improve workflows and advance within the company.

## Role DNA

A quick view of the complexity, pace, ownership and collaboration implied by the job description.

### Job Complexity

4/5EasyHard

### Pace & Pressure

5/5RelaxedFast-paced

### Autonomy Level

4/5GuidedFull ownership

### Communication Load

5/5IndependentCollaborative

AI insightThe role requires active life and accident & sickness licensing, bilingual French-English communication, and the ability to explain sensitive and complex insurance decisions accurately. Success also depends on sustaining organized, high-quality follow-up across a monthly pipeline of 300–350 inbound leads while meeting sales or retention outcomes.

## Salary analysis

Estimated compensation compared with the broader CA market for similar roles.

Estimated job medianHighly competitiveC$104,000CA market rangeC$70k–C$110k0C$121k

AI insightThe posting explicitly states total target cash compensation, including OTE, of CAD 88,000, with earnings potential up to CAD 120,000. The offer midpoint is CAD 104,000; no payment cadence is explicitly stated, and this is not described as a base-salary range. For comparison, an estimated US-market annual compensation range for a bilingual licensed insurance advisor with consultative sales responsibilities is USD 70,000–110,000, varying by license scope, commission structure, and location.

## Core skills

Skills and capabilities most closely associated with this opportunity.

[LLQP licensing](https://jobicy.com/jobs?search_keywords=LLQP%20licensing.md)[Life insurance](https://jobicy.com/jobs?search_keywords=Life%20insurance.md)[Accident and sickness insurance](https://jobicy.com/jobs?search_keywords=Accident%20and%20sickness%20insurance.md)[Bilingual French and English](https://jobicy.com/jobs?search_keywords=Bilingual%20French%20and%20English.md)[Consultative sales](https://jobicy.com/jobs?search_keywords=Consultative%20sales.md)[Inbound lead management](https://jobicy.com/jobs?search_keywords=Inbound%20lead%20management.md)[HubSpot CRM](https://jobicy.com/jobs?search_keywords=HubSpot%20CRM.md)[Customer retention](https://jobicy.com/jobs?search_keywords=Customer%20retention.md)[Objection handling](https://jobicy.com/jobs?search_keywords=Objection%20handling.md)[Customer communication](https://jobicy.com/jobs?search_keywords=Customer%20communication.md)

Cover letter sampleDear Hiring Team,

I am excited to apply for the Bilingual Licensed Insurance Advisor role at PolicyMe. With LLQP licensing, consultative insurance-sales experience, and fluent French and English communication skills, I can guide customers through complex coverage decisions with clarity and empathy.

I am comfortable managing a high-volume inbound pipeline, documenting activity in CRM systems, and following up consistently across phone, email, and SMS. I would welcome the opportunity to help PolicyMe deliver a transparent, customer-first digital insurance experience while contributing ideas that improve team workflows.

Thank you for your consideration.

Copy   Sample interview questionsHow would you help a client who is unsure which life, critical illness, or health and dental coverage is appropriate?I start by asking open-ended questions about the client’s family, financial obligations, existing coverage, and primary concerns. I then explain only the options relevant to their situation in plain language, confirm their understanding, and document the rationale for the recommendation.

How do you manage a pipeline of 300–350 inbound leads per month without sacrificing service quality?

I use a structured CRM workflow with lead stages, priority flags, scheduled tasks, and clear next-step notes after every interaction. I prioritize time-sensitive applications and promised callbacks first, then maintain consistent follow-up cadences so no qualified lead is missed.

Describe your approach to handling an objection about price or coverage.

I acknowledge the concern, ask questions to understand the underlying objection, and respond with factual, easy-to-understand information rather than pressure. If the product is not appropriate, I would be transparent about that and focus on preserving the customer’s trust.

What practices would you use to communicate complex insurance concepts effectively in both French and English?

I would use short, well-structured explanations, avoid unnecessary insurance jargon, and ask the customer to summarize their understanding before moving forward. I would also tailor the communication channel and pace to the customer, ensuring French-speaking clients receive equally clear support.

Tell us about how you would contribute to improving an insurance-sales or customer-retention workflow.

I would review the data and feedback to identify the recurring friction point, propose a practical change, test it with the team where appropriate, and measure its effect on conversion, response time, or customer satisfaction. I would share learnings openly and refine the process based on results.

Overview of the role

We’re on a mission to modernize insurance, making it simpler, more accessible, and customer-first. 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 remote-first, Toronto-based startup with big ambitions, we’re looking for a Bilingual Licensed Insurance Advisor to help us build the future of insurance in Canada and beyond.

On a typical day, you’ll be educating our customers on their insurance needs by answering challenging questions, dealing with advanced customer cases, and guiding them through our different products. You will be on the front lines of PolicyMe, managing all inbound leads through their policy applications, and ensuring they get the coverage they need (and feel good about the process) via phone, SMS and email.

How it is different from a typical insurance advisor role:

This is an opportunity to be part of a dynamic and rapidly growing startup, with opportunity for upward mobility. You’ll never have to prospect. All leads are inbound, qualified, and supported by a top-performing marketing and growth team. You’ll be involved in discussions across the organization on how to streamline operations, improve the customer experience and help build innovative insurance products. Ride a wave of industry disruption, instead of fighting against it.

Reports To: Customer Success Manager

### What you’ll be doing:

* Help prospective clients navigate life, critical illness, and health & dental insurance options using PolicyMe’s digital platform and your product knowledge
* Speak with customers in both French & English to answer questions and guide them through the buying process
* Manage a high-volume pipeline of 300–350 inbound leads each month
* Use HubSpot to track conversations, follow-ups, and application stages
* Recommend the right coverage based on customer needs, using a clear and honest consultative approach
* Maintain high-quality service across phone, email, and SMS channels
* Address customer questions related to their needs, product details, or how the insurance process works
* Collaborate with teammates and team leads to help improve workflows and elevate the customer experience
* Ensure every prospective customer receives the same honest, helpful, and human service PolicyMe is known for
* Other duties as required

### Team alignment:

* This role may fall under either the Sales or Retention team, depending on hiring priorities. Sales-focused advisors will help convert inbound leads into new customers, while Retention-aligned advisors will focus on renewals and supporting existing policyholders. Both tracks offer opportunities for impact and advancement.

### Why join us:

* Bilingual in French and English, with strong written and verbal communication in both
* Open to obtaining licensing in Quebec if not already licensed there
* A licensed Life and Accident & Sickness insurance agent with a valid LLQP
* 1 – 4 years of experience in insurance or a related industry
* Experience managing a high-volume pipeline with strong organizational skills
* A proven track record of exceeding sales targets in a consultative sales environment
* Ability to manage objections and explain complex concepts clearly
* A natural conversationalist who builds rapport easily and makes clients feel heard
* High empathy and discretion, especially when speaking about personal or financial topics
* Coachable and a strong desire to learn and improve
* A growth mindset with the ability to adapt to change and contribute to continuous improvement
* Ownership over your work and your pipeline
* Alignment with PolicyMe’s values and commitment to putting the customer’s best interest first

Please note: As a standard procedure for audit compliance, this position is subject to credit checks, background checks, and reference checks.

### 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 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 (including OTE) is $88,000 with earnings potential up to $120,000 CAD. We’ll walk through the details together during the interview.

### Compensation

### Additional Information

About PolicyMe

At PolicyMe, we are Canada’s leading digital insurance solution, offering straightforward and affordable financial protection for families from coast to coast. Our product suite includes Life Insurance, Critical Illness Insurance, and Health & Dental Insurance, all tailored to Canadians’ evolving needs. We also offer B2B2C solutions, partnering with organizations to provide seamless digital insurance options. Founded by a team of insurance experts and technology entrepreneurs, PolicyMe is committed to making insurance simpler and more accessible. Since our launch in 2018, we have grown exponentially, selling over $10 billion in insurance coverage to Canadians.

We are proud of the team we’ve built and are excited for those that are yet to join us. We operate with a remote-first culture, attracting top talent from across Canada. If you’re looking for a fast-paced, collaborative environment, working alongside incredibly ambitious yet humble humans, we may be the right place for you! To learn more, visit [www.policyme.com](http://www.policyme.com/).

Additional Notes

– Job Vacancy: This role reflects growth in our team and expanded operational scope. We’re hiring to support increasing demand and continue delivering an exceptional customer experience.

– Commitment to Equal Opportunity: 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.

– Accessibility Statement: We are committed to providing an accessible hiring experience. If you require accommodations during the application process, please indicate this in the “Additional Information” section of your application.

We thank all applicants for their interest, however, only those selected for an interview will be contacted.

Show more

[Apply now >](https://jobicy.com/jobs/150886-bilingual-licensed-insurance-advisor.md)

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