Business Development Representative

Summary

Join PolicyMe, a modernizing insurance company, as a Business Development Representative! You will nurture inbound leads, converting them into sales opportunities by engaging with prospective clients, qualifying them, and scheduling meetings for the advisor team. This role is perfect for a highly motivated individual with excellent communication skills and a passion for the insurance industry. You'll be instrumental in driving revenue growth and shaping the business development function from the ground up. You will have the freedom to test new ideas and collaborate cross-functionally. This is a remote-first position with opportunities for professional development and a supportive team environment.

Requirements

• 1-3 years of experience in sales, business development, or a similar role (preferably in the insurance or financial services industry)
• Strong communication and interpersonal skills
• Experience handling inbound leads and qualifying potential clients
• Proficiency with CRM software (HubSpot) and lead management tools
• Self-motivated with a results-driven mindset
• Excellent organizational and time-management skills
• Ability to work independently and as part of a team
• Comfortable working in a fast-paced environment with a willingness to adapt and pivot as strategies evolve

Responsibilities

• Engage with inbound leads through phone calls, emails, and online chat to understand their needs and determine fit
• Qualify leads and schedule meetings or calls for advisors
• Provide potential clients with information on our insurance products and services, ensuring a smooth handoff to the advisor team
• Maintain and update CRM records with detailed notes on interactions and deal progress
• Work closely with the Advisor and Operations teams to optimize lead nurturing strategies and conversion processes
• Meet or exceed monthly conversion and engagement targets
• Stay up-to-date on industry trends and competitive offerings
• Represent PolicyMe in a professional and client-centric manner
• Analyze lead data to identify trends and suggest improvements to outreach strategies

Preferred Qualifications

Bachelor’s degree in business, marketing, or a related field

Benefits

• Generous PTO - 20 vacation days
• Access to stock options, and health benefits
• A remote-first team with company paid, in-person socials and the option to work from our Toronto-based office
• Resources to help your professional development, including an L&D budget, performance reviews twice a year and ongoing feedback to ensure you reach your highest potential
• Work with an empathetic, high-performing team in a flexible, results-oriented environment