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.

• Assess client requirements and suitability, schedule meetings, and guide leads towards a sale.

• Promptly reach out to new leads, ensure consistent follow-ups, and manage a high volume of outreach.

• Take charge of outreach to both inbound and warm outbound segments, including quote requesters, applicants, and approved clients.

• Transform incomplete applications into actionable opportunities.

• Assist clients in completing their purchasing journey by arranging meetings or connecting them with an advisor.

• Re-engage leads that have stalled or become unresponsive.

• Maintain comprehensive and up-to-date records in HubSpot CRM.

• Collaborate with Advisor and Operations teams on lead nurturing and conversion strategies.

• Achieve or surpass monthly targets for conversion and engagement.

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

• Analyze data, recognize trends, and propose enhancements for outreach efforts.

• Support experimental initiatives, refine strategies, and establish best practices.

• Report directly to the Customer Success Manager.

⛳️ 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 field.

• Excellent communication skills with the ability to adapt approaches as needed.

• Tech-savvy and adaptable, comfortable with learning new systems and utilizing data and feedback.

• Experience in engaging with inbound or outbound leads is considered a plus.

• Proficient in HubSpot CRM and managing detailed follow-up processes.

• Self-motivated, results-oriented, and capable of taking responsibility for performance.

• Strong organizational skills and effective time management capabilities.

• A desire to progress from a BDR role to an Advisory position.

• A growth mindset with a willingness to seek and accept feedback.

• Involvement in extracurricular activities or athletics during university is viewed as an asset.

• Bilingual in English and French is an asset, though not mandatory.

🏝️ Benefits

• Generous paid time off - 20 vacation days.

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

• Investment in your professional growth, including a learning and development budget, AI tooling budget, biannual performance reviews, and ongoing feedback.

• Remote-first work environment.

• Flexibility to work from home or from the office located in Toronto.

• Expenses covered for biannual in-person employee experiential socials.

• Opportunity to access stock options based on performance.