Business Development Representative

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October 28

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PolicyMe

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Insurance • Finance • B2C

PolicyMe is a Canadian insurance company that specializes in offering affordable and straightforward life insurance, critical illness, and health and dental insurance products. Their services are primarily delivered online, providing users with the convenience of obtaining quotes and securing insurance coverage quickly and efficiently. PolicyMe is recognized for its no-hassle approach, featuring fast approvals and the ability to tailor coverage to the customer's needs. With a strong focus on term life insurance, they also provide various coverage options for families, individuals, and seniors. Their mission is to simplify the insurance purchasing process for Canadians by leveraging technology and expert advice.

11 - 50 employees

Founded 2018

💸 Finance

👥 B2C

📋 Description

• Engage and qualify inbound leads through phone calls, emails, and text to understand their needs, determine fit, book meetings and move them toward a sale. • Operate with urgency to contact new leads quickly, follow up consistently, and manage a high volume of quality outreach. • Own outreach to inbound and warm outbound segments. You will contact clients who’ve requested quotes, started applications, or been approved. • Convert incomplete applications into active opportunities and help clients finish their purchase journey by scheduling meetings or transferring to an advisor. • Re-engage stalled or unresponsive leads to keep the pipeline healthy and full. • Keep your CRM (HubSpot) organized and up-to-date with detailed notes, ensuring seamless handoffs and visibility. • Work closely with the Advisor and Operations teams to optimize lead nurturing strategies and conversion processes. • Meet or exceed monthly conversion and engagement targets. • Represent PolicyMe in a professional and client-centric manner. • Analyze data to identify trends and suggest improvements to outreach strategies.

🎯 Requirements

• 1–3 years of experience in sales, business development, or a similar client-facing role. • Experience qualifying leads, booking meetings, and managing a sales pipeline. • Strong communication skills with the ability to connect quickly and adapt your approach based on the client. • Tech savvy and adaptable, comfortable learning new systems and making adjustments based on data and feedback. • Experience engaging and qualifying inbound leads; outbound experience is an asset. • Comfortable working in a CRM (we use HubSpot) and managing detailed follow ups. • Self motivated, results driven, and able to take ownership of your performance. • Strong organizational and time management skills with the ability to balance volume and quality. • A strong desire to grow from a BDR into an Advisory role - we’re looking for ambitious, high-potential individuals eager to expand their impact. • A genuine growth mindset; you seek feedback and are always looking to get better. • Bachelor’s degree in business, marketing, or a related field is an asset but not required. • Bilingual in English & French is considered a great asset, but not required.

🏖️ Benefits

• Generous PTO - 20 vacation days • Access to stock options and a comprehensive benefits plan • A remote-first team with company paid, in-person socials and the option to work from our Toronto-based office • Resources to help your professional development, including an L&D budget, performance reviews twice a year and ongoing feedback to ensure you reach your highest potential • Work with an empathetic, high-performing team in a flexible, results-oriented environment