Bilingual Licensed Insurance Advisor
Core
Educate customers on life, critical illness, and health & dental insurance needs via phone, SMS, and email to guide them through policy applications and coverage selection.
Role type
Bilingual licensed insurance advisor (inbound sales/retention)
Builds
Digital insurance policies for Canadian families and B2B2C partners
Domain
Insurance / Financial Services
Deliverable
client delivery
Required skills
consultative sales, objection handling, pipeline management, product knowledge, bilingual communication (French/English), empathy, discretion
Preferred skills
Quebec licensing, high-volume lead management, organizational skills, growth mindset
Technologies
HubSpot
Responsibilities
Answer challenging customer questions and guide them through the buying process; manage a high-volume pipeline of 300–350 inbound leads monthly; recommend appropriate coverage based on customer needs; maintain service quality across phone, email, and SMS channels; collaborate with teammates to improve workflows and customer experience.
Seniority
Mid-level, hands-on IC