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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Home & Auto insurance sales, utilizing a consultative approach to educate customers and manage a high-volume inbound pipeline. Proficient in CRM tools like HubSpot, with a strong focus on compliance and exceeding sales targets.
Highest-signal resume keywords
Licensed P&C Advisor (RIBO Level 1 or Higher)3+ Years Experience in Personal Lines SalesProven Track Record of Exceeding Sales TargetsStrong Pipeline Management SkillsConsultative Sales Style
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Home & Auto Insurance SalesPipeline ManagementSales Funnel OptimizationCRM HygieneObjection HandlingSales Script DevelopmentData-Driven Performance ImprovementCross-Selling Insurance ProductsCustomer Needs AssessmentCompliance with RIBO Requirements
Soft Skills
Strong Communication SkillsHigh EmpathySense of UrgencyAdaptabilityCustomer-Centric Approach
Tools & Technologies
HubSpotDigital Sales PlatformsSales PlaybooksWorkflow Tools
Certifications & Qualifications
RIBO Level 1 License
Industry Keywords
Personal Lines InsuranceHigh-Volume Sales EnvironmentDigital-First DistributorInsurance ComplianceCustomer Best Interests
About the role
Key responsibilities & impact- Educate prospective customers on Home & Auto insurance options using PolicyMe’s digital platform and product expertise
- Manage a high-volume inbound pipeline of Home & Auto leads
- Move qualified opportunities through the sales funnel and close policies via phone, SMS, and email
- Track calls, emails, follow-ups, and deal stages in HubSpot
- Recommend coverage based on customer needs using a consultative, customer-first approach
- Build and refine sales scripts, talk tracks, objection-handling, workflows, and follow-up sequences in HubSpot
- Work with engineering and product to refine client digital experiences and communicate product performance
- Deliver a high-energy, high-conversion, honest, and customer-centric experience
- Ensure recommendations and customer interactions comply with RIBO requirements, carrier guidelines, and internal policies
- Hit and exceed monthly sales and activity targets
- Test and optimize sales processes, discovery questions, and follow-up cadences
- Contribute to a scalable Home & Auto sales playbook and refine qualification criteria
- Identify bundle and cross-sell opportunities with Life and Health & Dental insurance
- Help position PolicyMe as Canada’s go-to digital-first personal insurance distributor
Requirements
What you’ll need- 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
- Builder mentality; entrepreneurial and adaptable
- Proven track record of exceeding sales targets in a consultative sales environment
- Experience owning a full inbound pipeline from first contact to close
- Strong pipeline management and organization skills
- Ability to manage a large volume of leads while maintaining follow-up discipline and clean CRM hygiene
- Strong communication skills and consultative sales style
- Ability to manage objections and explain complex coverage concepts clearly
- High empathy and discretion when discussing personal and financial details
- Sense of urgency and ownership over sales numbers
- Comfort with CRM and workflow tools; HubSpot preferred
- Willingness to use data, playbooks, and feedback to improve performance
- High ethical standards and commitment to compliance, confidentiality, and customer best interests
- Experience at a digital-first distributor is an asset
Benefits
Comp & perks- 20 vacation days
- Comprehensive benefits plan with premiums paid in full by PolicyMe
- Professional development investment, including an L&D budget
- AI tooling budget
- Performance reviews twice a year
- Ongoing feedback
- Remote-first team
- Option to work from home or the Toronto-based office
- Costs covered for employees to attend in-person experiential socials twice a year
- Stock options based on performance