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Added 1 min ago
RB
Financial Advisor
Royal Bank of Canada
ON · GEORGINA, Ontario
- Full-time
As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You…
Added 1 min ago
RB
Portfolio Advisor, Portfolio Construction & Practice Management
Royal Bank of Canada
Toronto, ON
- Full-time
…portfolio analysis and management experience as an Associate Advisor or Investment Advisor, with the ability to distill complex investment views into clear recommendations that align with…
Added 1 min ago
RB
Client Advisor
Royal Bank of Canada
Cornwall, ON
- Part-time
Added 1 min ago
RB
Client Advisor
Royal Bank of Canada
Oakville, ON
- Part-time
…a great career with us as a future Account Manager/Banking…
Added 1 min ago
RB
Director, Corporate Client Group
Royal Bank of Canada
Montreal, QC
- Full-time
Develop a mutual understanding of client needs for creation, protection and realization of shareholder value, while being viewed as a trusted financial advisor
Added 1 min ago
HG
DC Associate Coach - Inbound 3rd Shift
H&M Group
Ajax, ON
- Full-time
We use an online assessment tool called Maki for skills-based selection of applicants for sales advisor positions within some of our stores. Maki is a tool that uses an AI-created avatar to…
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DC Associate Driver - Inbound 3rd Shift (Tier 2)
H&M Group
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- Full-time
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Banking Advisor
RBC
Yorkton, SK
- Full-time
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Client Advisor
RBC
Yorkton, SK
- Part-time
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Wealth Advisor
RBC
Calgary, AB
- Full-time
The Calgary Dome 704 RBC Dominion Securities branch is seeking a Wealth Advisor to join one of our top teams.
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RBC Insurance
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- Full-time
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PolicyAdvisor

Insurance Advisor

Oakville, ON, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 8, 2026
Posting language: English
Posted: Oct 9, 2026

Original job description

Job description:

LIFE INSURANCE ADVISOR ROLE - EXCITING INSURTECH STARTUP

PolicyAdvisor.com is an exciting, early-stage, insurtech startup that is transforming the way Canadians buy insurance. We've built a brand-new digital insurance platform that offers a simple, intuitive alternative to the archaic, offline distribution model used by most of Canada's insurance industry. With a compelling vision, proven management team, and significant seed funding, PolicyAdvisor.com brings innovation and disruption to the rapidly evolving insurtech space. Since launching in Q2-2019 we've helped countless Canadians get the coverage they need; we're going to help even more in 2026 and beyond.

Are you ready to help build PolicyAdvisor.com and get more Canadians covered? And give an age-old industry the jolt it needs? Then read on.

Who we're looking for

Are you building a career in the insurance industry?
Do you consider yourself a natural when it comes to client management and customer service?
Do you want to have a big impact on an early-stage, well-funded startup?

We're searching for an enthusiastic finance graduate seeking to build a career in the financial services life insurance space. The role will be at the intersection of technology and insurance and require managing prospective buyers and clients that come to our digital platform. The selected candidate is expected to deliver informed and accurate advice on a wide variety of life and living benefit insurance products in a charismatic, helpful manner.

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, and provide expert insurance advice and guidance to customers.
Assist customers with our digital tools and walk them through the application and underwriting process.
Review digital life insurance applications for accuracy before submission to the insurance carrier(s).
Help customers submit medical and non-medical forms and schedule appointments required to satisfy underwriting requirements.
Regularly communicate with customers through various channels, including phone, email, web, and video chat.
Demonstrate expertise in non-face-to-face carrier workflows, underwriting processes, and software tools.
Act as the main channel of feedback between customers and product teams, to drive improvements to our process and technology.

Requirements

Work experience or interest in life & living benefit insurance sales or service.
Life insurance broker license or LLQP is a must.
Passion for customer service and the value of insurance.
Excellent communication skills whether in-person, by email, or on phone calls.
A deep love of technology and keeping a finger on the pulse of all things digital.
Strong problem-solving skills and attention to detail.
Must value ethics and integrity.
Creativity and a natural inclination to think outside the box are highly valued skills on our team.
Motivated to learn and grow professionally and contribute to the company's growth and culture.
Enjoy working on a team, but also self-motivated.

Salary and Benefits

PolicyAdvisor is a fast-growing company and presents an excellent chance to assume a leadership role. We expect massive growth over the next few years which will provide significant opportunities for advancement.
Highly competitive base salary with attractive performance-based sales bonuses.
Comprehensive health insurance coverage
Diverse, open-minded coworkers. New ideas are encouraged as we continually enhance the insurance-buying experience and make protection products accessible for all Canadians

Job Types: Full-time, Permanent

Base salary

Additional pay:

Monthly Bonus pay

Location:

Oakville, ON L6H 0H2

Job Types: Full-time, Permanent

Benefits:

Casual dress
Dental care
Extended health care
Life insurance
On-site parking
Paid time off
Vision care

Apply About employer

More about this job

Responsibilities

Advise prospective customers on life and living benefit insurance, provide excellent service, and guide them through digital applications and underwriting requirements. Review applications, coordinate required forms and appointments, communicate across multiple channels, and relay customer feedback to product teams.

Requirements

Candidates must hold a life insurance broker license or LLQP and have experience or interest in life and living benefit insurance sales or service. The role calls for strong customer service and communication, technology aptitude, problem-solving, attention to detail, integrity, and motivation to learn and contribute to a team.

Skills

Customer Service
Life Insurance Advice
Insurance Sales
Communication
Problem-Solving
Attention to Detail
Digital Technology
Application Review
Underwriting Processes
Insurance Product Knowledge
Ethics and Integrity
Teamwork
Self-Motivation

Benefits

Dental Care
Extended Health Care
Life Insurance
On-Site Parking
Paid Time Off
Vision Care
Performance-Based Sales Bonuses

Visa sponsorship

Not detected in the job text

Keywords

Life Insurance
Living Benefit Insurance
Insurance Broker License
LLQP
Insurtech
Financial Services
Customer Service
Client Management
Insurance Sales
Digital Insurance Platform
Digital Tools
Insurance Applications
Underwriting
Insurance Carriers
Medical Forms
Non-Medical Forms
Phone
Email
Web Chat
Video Chat
Customer Feedback
Product Improvement
Ethics
Integrity

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