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.

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.

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

Business Development Representative

Key skills