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# Home & Auto 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)ShareRemote from[Canada](https://jobicy.com/job-region/canada.md)SalaryCAD 80k–90k / yrDepartment[Sales](https://jobicy.com/categories/seller.md)EmploymentFull TimeExperienceDirectorPublished9 Oct 2026Apply before8 Nov 2026Listing views25Application actions1Application toolkit

## Make your next move.

Prepare your resume, explore your fit, and draft a cover letter for this opportunity.

AI Summary

## The role, at a glance.

PolicyMe is hiring a licensed Ontario Home & Auto Insurance Advisor to own a high-volume inbound sales pipeline in a remote-first digital insurance environment. The advisor will educate customers, recommend appropriate personal-lines coverage, close policies through phone, SMS, and email, and maintain disciplined HubSpot records. The role requires RIBO Level 1 or higher, at least three years of personal-lines sales experience, and a consultative yet target-driven approach. The successful candidate will also improve scripts, objection handling, workflows, and sales playbooks while maintaining strict compliance and customer-first standards.

## 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 insightThis role combines regulated insurance advice, high-volume inbound selling, CRM rigor, and ambitious conversion targets. Success requires independently managing a full pipeline while clearly explaining nuanced coverage and complying with RIBO and carrier requirements.

## Salary analysis

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

Estimated job medianHighly competitiveC$85,000CA market rangeC$55k–C$85k0C$94k

AI insightThe disclosed total target cash compensation is CAD 80,000–90,000 annually, with a midpoint of CAD 85,000. For comparison, the estimated US market range for a licensed personal-lines insurance sales advisor is USD 55,000–85,000 annually, varying with licensing, location, base-versus-variable mix, lead quality, and quota attainment.

## Core skills

Skills and capabilities most closely associated with this opportunity.

[Personal Lines Insurance](https://jobicy.com/jobs?search_keywords=Personal%20Lines%20Insurance.md)[Home Insurance](https://jobicy.com/jobs?search_keywords=Home%20Insurance.md)[Auto Insurance](https://jobicy.com/jobs?search_keywords=Auto%20Insurance.md)[RIBO Compliance](https://jobicy.com/jobs?search_keywords=RIBO%20Compliance.md)[Inbound Sales](https://jobicy.com/jobs?search_keywords=Inbound%20Sales.md)[Consultative Selling](https://jobicy.com/jobs?search_keywords=Consultative%20Selling.md)[HubSpot CRM](https://jobicy.com/jobs?search_keywords=HubSpot%20CRM.md)[Pipeline Management](https://jobicy.com/jobs?search_keywords=Pipeline%20Management.md)[Objection Handling](https://jobicy.com/jobs?search_keywords=Objection%20Handling.md)[Customer Communication](https://jobicy.com/jobs?search_keywords=Customer%20Communication.md)

Sample interview questionsHow do you explain a complex home or auto coverage option to a customer who is focused only on price?I first clarify the customer's priorities, property or vehicle details, and risk concerns. I then explain the relevant coverage in plain language, connect it to a realistic claim scenario, and compare options transparently so the customer can make an informed decision rather than feeling pressured.

How do you manage a large inbound pipeline without allowing valuable leads to go cold?

I use clear lead stages, task queues, documented next steps, and priority rules in the CRM. I follow a consistent multi-channel cadence across calls, email, and SMS, log every interaction promptly, and review aging leads daily to ensure follow-ups are timely and forecast data remains reliable.

Describe how you balance sales targets with compliance and the customer's best interests.

I treat compliance and suitability as non-negotiable parts of the sales process. I verify eligibility, explain important limitations and options accurately, document recommendations, and avoid pushing coverage that does not fit the customer's needs; this creates trust and supports sustainable sales results.

What would you do if your contact rate or close rate declined for several weeks?

I would diagnose the funnel using CRM data, separating lead quality, speed-to-lead, contact attempts, appointment attendance, and conversion by source or segment. I would test focused adjustments to timing, messaging, discovery questions, and follow-up sequences, measure the results, and share successful changes with the team.

How have you used customer objections to improve a sales process?

I categorize objections in the CRM and look for recurring themes such as price, coverage confusion, timing, or eligibility. I use those patterns to improve talk tracks, FAQs, discovery questions, and follow-up content, then monitor whether the updated approach improves progression and conversion rates.

Opportunity details

## About this role.

### 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 Home & Auto Insurance Advisor to help us build the future of insurance in Canada and beyond.

As a Home & Auto Insurance Advisor, you’ll be on the front lines helping customers protect their homes and vehicles while delivering a modern, digital-first experience. You’ll focus on sales execution – handling inbound leads, closing business, and providing clear, honest advice that builds long-term trust with our customers. You’ll also collaborate with the rest of the team to refine our sales processes, share insights from customer conversations, and contribute to the continued growth of PolicyMe’s P&C business.

Reports To: Associate Director, Home & Auto

### What you’ll be doing

First 6 months

* Educate prospective customers on Home & Auto insurance options using PolicyMe’s digital platform and your product expertise, breaking down coverage in clear, honest terms so they feel confident moving forward.
* Manage a high-volume, 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, follow-ups, 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, customer‑first approach that balances protection, price, and eligibility.
* Build and refine sales scripts, talk tracks, objection‑handling, workflows, and follow‑up sequences in HubSpot to improve contact rates, appointment show rates, and close rates.
* Work directly with engineering and product to refine client digital experiences and communicate how our products are performing.
* Set the tone and standards for how PolicyMe serves P&C customers by delivering a high‑energy, high‑conversion, but always honest and customer‑centric experience on every interaction.
* Ensure all recommendations and customer interactions are fully compliant with RIBO requirements, carrier guidelines, and internal policies.

6–12 months and beyond

* Establish yourself as a top‑performing 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 follow‑up 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 next‑best actions.
* Help position PolicyMe as Canada’s go‑to digital‑first distributor of personal insurance by delivering an experience that feels modern, simple, and genuinely sales‑driven in the best sense: efficient, helpful, and outcome‑oriented.

### 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 high‑volume, phone‑based 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 follow‑up).
* 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: you’re comfortable juggling a large volume of leads while maintaining tight follow‑up 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 customer’s best interests first – even while you’re chasing ambitious sales goals.
* Experience at a digital‑first 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 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 with OTE is $80,000–$90,000 CAD, based on experience. 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/154911-home-auto-insurance-advisor.md)

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