[Hiring] Business Development Representative @PolicyMe

Role Description

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.

• 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.
• 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.

Qualifications

• Experience or strong interest in sales, business development 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.

Requirements

• Reports To: Customer Success Manager

Benefits

• 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.

Company Description

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.

• Founded by a team of insurance experts and technology entrepreneurs.
• 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 operate with a remote-first culture, attracting top talent from across Canada.