The Business Development Representative will engage with inbound leads, qualify them, convert applications into sales, and optimize client engagement strategies.
Overview:
We’re on a mission to modernize insurance, making it simpler, more accessible, and customer-first. The insurance industry is a $1T market that has remained largely untouched by the digital revolution, and PolicyMe is here to change that. As a remote-first, Toronto-based startup with big ambitions, we’re looking for a Business Development Representative to help us build the future of insurance in Canada and beyond.
About This Role:
As a Business Development Representative (BDR), you’ll be at the heart of PolicyMe’s growth engine. You’ll manage a mix of inbound and outbound engagement, connecting with people who’ve already shown interest, from quote requests, started applications, to approved clients and helping move them forward in their insurance journey.
You’ll do initial outreach on inbound deals, convert incomplete applications into completed policies, and re-engage stale portions of the funnel. You’ll also qualify new clients, pack advisor calendars with high-quality meetings, and help optimize conversion throughout the funnel.
This is an established role within our Business Development team, where you’ll help scale a proven function and extend its impact. You’ll support ongoing experiments, refine strategies, and codify best practices to drive efficiency and results. Your insights and feedback will directly shape how we optimize lead conversion, outreach, and engagement at scale.
Success in this role requires curiosity, urgency, and a growth mindset. You’ll adapt your approach based on client feedback and data, continuously learning and improving how you connect with leads.
Top performers in this role will have the opportunity to pursue licensing and grow into a licensed Insurance Advisor position.
What you'll be doing:
- 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.
What we're looking for:
- Experience or strong interest in sales, business develop or client facing roles. (This role is open to new & recent grads!)
- A bachelor’s degree in business, marketing, economics, finance or any STEM field
- Strong communication skills with the ability to connect quickly and adapt your approach.
- Tech savvy and adaptable, comfortable learning new systems and making adjustments based on data and feedback.
- Experience in engaging inbound or outbound leads is considered 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.
- Extracurricular activities or athletics during your University period is considered an asset.
- Bilingual in English & French is considered a great asset, but not required.
Reports To: Customer Success Manager
Why join us:
- Generous PTO - 20 vacation days
- A comprehensive benefits plan with premiums paid in full by PolicyMe
- Investment in your professional development, including an L&D budget, AI tooling budget, performance reviews twice a year and ongoing feedback to ensure you reach your highest potential
- An extremely high performing, low-ego, remote-first team that is truly disrupting an old industry
- Option to work from home or our Toronto-based office (bonus: we cover the costs to bring all our employees in-person twice a year for experiential socials!)
- Access to stock options based on performance
- Compensation: The total target cash compensation for this role is $70,000 - $80,000 CAD. We’ll walk through the details together during the interview.
About PolicyMe
At PolicyMe, we are Canada’s leading digital insurance solution, offering straightforward and affordable financial protection for families from coast to coast. Our product suite includes Life Insurance, Critical Illness Insurance, and Health & Dental Insurance, all tailored to Canadians' evolving needs. We also offer B2B2C solutions, partnering with organizations to provide seamless digital insurance options. Founded by a team of insurance experts and technology entrepreneurs, PolicyMe is committed to making insurance simpler and more accessible. Since our launch in 2018, we have grown exponentially, selling over $10 billion in insurance coverage to Canadians.
We are proud of the team we’ve built and are excited for those that are yet to join us. We operate with a remote-first culture, attracting top talent from across Canada. If you’re looking for a fast-paced, collaborative environment, working alongside incredibly ambitious yet humble humans, we may be the right place for you! To learn more, visit www.policyme.com.
Additional Notes
- Job Vacancy: This role reflects growth in our team and expanded operational scope. We’re hiring to support increasing demand and continue delivering an exceptional customer experience.
- Commitment to Equal Opportunity: PolicyMe is an equal opportunity employer. We welcome applicants of all backgrounds and provide fair consideration regardless of race, colour, religion, sex, sexual orientation, gender identity, national origin, or disability.
- Accessibility Statement: We are committed to providing an accessible hiring experience. If you require accommodations during the application process, please indicate this in the “Additional Information” section of your application.
We thank all applicants for their interest, however, only those selected for an interview will be contacted.
Top Skills
Hubspot
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