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Join our team

Build a rewarding career helping families

Whether you are licensed or just starting out, join a team with mentorship, access to leading insurers and the tools to grow your business.

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Join our team
Why Policy Place

Everything you need to succeed

🧭

Mentorship & supervision

Learn from experienced advisors, with supervision for new advisors as required by provincial councils.

🏦

Access to leading insurers

Life, critical illness, disability, travel and savings products from Canada’s top carriers.

💻

Invictus CRM included

Client management, online quoting, e-signatures, compliance files and Gmail integration in one platform.

📣

Marketing support

Your own online quote page, client email templates and lead generation from our website.

📚

Training

Product training, sales process, compliance and needs-analysis coaching.

🕒

Flexibility

Build your practice your way, with the backing of an established agency.

How to join

Four steps to get started

1

Apply

Send the short form below.

2

Meet the team

A conversation about your goals and experience.

3

Licensing & contracting

We guide you through licensing (if needed) and insurer contracts.

4

Onboarding

Training, your Invictus CRM account and your first clients.

Apply

Tell us about yourself

Already part of the team? Log in to Invictus CRM →

Apply to join

We’ll be in touch to arrange a conversation.

Questions about joining

Do I need a licence to join?
To sell life and health insurance you need a provincial licence (in most provinces, after passing the LLQP exam). If you are not licensed yet, tell us — we can explain the path.
Will I be supervised as a new advisor?
New life advisors in several provinces must work under a qualified supervisor for a set period. We provide supervision and support as required by the provincial insurance councils.
What tools will I use?
Our advisors use Invictus CRM — client management, online quoting, e-signatures, Gmail and calendar integration, and compliance document storage — in one place.