Licensed Life Insurance Advisor (Remote)

Help prospective clients navigate life, critical illness, and health & dental insurance options using PolicyMe’s digital platform and your product knowledge. Speak with customers to answer questions and guide them through the buying process. You will manage a high-volume pipeline of 300–350 inbound leads each month, with no cold-calling or prospecting. 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. You will maintain high-quality service across phone, email, and SMS channels and 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.