Business Development Representative

Summary

Join PolicyMe, a modernizing insurance company, as a Business Development Representative to be on the frontlines of our growth. This isn't a standard BDR role; you'll learn to sell a tech-forward, customer-centric insurance experience. Focus will be on outbound prospecting, qualifying leads, booking meetings, and guiding clients. This role is perfect for someone eager to grow into a licensed advisor and master insurance and SaaS sales. It's a brand-new role where you'll help shape the BDR function, experiment, refine sequences, and influence sales strategies. Your input will be critical to scaling human connection in the sales funnel.

Requirements

• 1–3 years of experience in outbound sales, business development, or customer-facing roles (fintech, telco/wireless, or early-stage SaaS experience is great as well!)
• A builder mentality: you don’t just follow scripts - you test, tweak, and improve them
• Strong communication skills with the ability to build trust quickly
• High-energy and performance-driven, with experience managing a pipeline and hitting activity metrics
• Confident making 100+ calls/day, iterating fast, and staying resilient in the face of “no.”
• Comfort working in a fast-moving, high-growth environment with limited structure

Responsibilities

• Own the top-of-funnel by identifying and engaging potential clients through outbound calls, emails, and creative prospecting strategies
• Reactivate cold leads and reach out to high-potential prospects who haven’t engaged with us yet
• Qualify and convert inbound leads by understanding their needs and booking meetings for the advisor team
• Work in close collaboration with Advisors to optimize hand-offs and conversions post-meeting
• Maintain accurate records in HubSpot, track pipeline health, and report on outreach and conversion metrics
• Analyze lead data, run tests on outreach sequences, and continuously improve performance
• Share insights with Sales and Marketing to help refine customer targeting and messaging
• Help define what “great” looks like in the BDR role - then strive to exceed it
• Position yourself for internal growth into a licensed advisor role by building a strong foundation in process, outreach, and customer experience

Preferred Qualifications

• Familiarity with HubSpot or similar CRM tools is a bonus
• Bonus points if you’re a former athlete or love competitive environments with a team-first mindset

Benefits

• Generous PTO – 20 vacation days
• Access to a comprehensive benefits plan
• 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
• Clear growth track to a licensed advisor role, with mentorship and coaching every step of the way
• Work with an empathetic, high-performing team in a flexible, results-oriented environment