Business Development Representative

This is a fully remote position, open to applicants in Canada.

📋 Description

• Engage and qualify incoming leads via phone calls, emails, and text messages.

• Promptly contact new leads, consistently follow up, and manage outreach at a high volume.

• Take ownership of outreach efforts to both inbound and warm outbound segments, including those requesting quotes, applicants, and approved clients.

• Transform incomplete applications into viable opportunities.

• Arrange meetings or transfer clients to an advisor.

• Revive stalled or unresponsive leads.

• Keep detailed and current records in HubSpot CRM.

• Work collaboratively with the Advisor and Operations teams on lead nurturing and conversion strategies.

• Achieve or surpass monthly conversion and engagement goals.

• Represent PolicyMe in a professional and client-focused manner.

• Analyze data, identify trends, and suggest improvements for outreach efforts.

• Assist with experiments, refine strategies, and document best practices to enhance lead conversion and engagement.

⛳️ Requirements

• Experience or a strong interest in sales, business development, or client-facing roles; open to new and recent graduates.

• A bachelor’s degree in business, marketing, economics, finance, or any STEM discipline.

• Excellent communication skills with the ability to quickly connect and adjust your approach as needed.

• Technologically adept and flexible, comfortable with learning new systems and adapting based on data and feedback.

• Experience in engaging inbound or outbound leads is advantageous.

• Proficient in HubSpot CRM and capable of managing detailed follow-ups.

• Self-motivated, results-oriented, and able to take charge of performance outcomes.

• Strong organizational and time management abilities.

• Aspiration to progress from a BDR position to an advisory role.

• A genuine growth mindset.

• Participation in extracurricular activities or athletics during university is considered a plus.

• Bilingualism in English and French is a significant advantage but not mandatory.

🏝️ Benefits

• Generous paid time off - 20 vacation days.

• A comprehensive benefits package with premiums fully covered by PolicyMe.

• Investment in your professional development, including a learning and development budget, AI tools budget, biannual performance reviews, and continuous feedback.

• Remote-first work environment.

• Option to work from home or from a Toronto-based office.

• Costs covered for employees to participate in in-person experiential social events twice a year.

• Access to stock options based on performance.