Business Development Representative (Remote)

PolicyMe; Quebec; Remote; CAD 50,000 - 70,000; Full time

Job summary

Join a remote-first startup as a Business Development Representative at a leading InsurTech company. You'll nurture inbound leads, convert them into sales opportunities, and help define the business development function. This role offers the chance to shape strategies and enhance lead conversion, all while working in a flexible, high-performing environment.

Benefits

Generous PTO - 20 days

Stock options and health benefits

Resources for professional development

Qualifications

• 1-3 years in sales, business development, or similar, preferably in insurance.
• Experience handling inbound leads and qualifying clients.

Responsibilities

• Engage with inbound leads via calls, emails, and chat.
• Qualify leads and schedule meetings for advisors.
• Maintain CRM records with detailed interaction notes.

Skills

Communication

Interpersonal Skills

Organizational Skills

Time Management

Self-Motivated

Education

Bachelor’s degree in business

Bachelor’s degree in marketing

Tools

CRM software

Lead management tools

Job description

Business Development Representative (Remote)

Join us at PolicyMe! We're modernizing insurance and we'd like your help. The Canadian insurance landscape has remained largely unchanged for decades, and we are in the process of changing that. We're a remote-first, Toronto-based startup with big ambitions.

Role Overview: As a Business Development Representative, you will nurture inbound leads and convert them into sales opportunities. You will engage with prospective clients, qualify them, and schedule meetings for our advisor team. This role suits a motivated individual with excellent communication skills and a passion for insurance.

You will be instrumental in driving revenue growth by turning leads into high-quality opportunities.

Build & Shape This Role: This is a new role, offering you the chance to define and build the business development function from scratch. You can experiment, refine strategies, and establish best practices to enhance efficiency and results. Your feedback will influence our approach to lead conversion, outreach, and engagement. If you are excited about creating the playbook, this is your opportunity to make a lasting impact.

Key Responsibilities:

• Engage with inbound leads via calls, emails, and chat to understand needs and determine fit
• Qualify leads and schedule meetings for advisors
• Provide information on our insurance products and ensure smooth handoff to the advisor team
• Maintain CRM records with detailed interaction notes
• Collaborate with teams to optimize lead nurturing and conversion strategies
• Meet or exceed monthly targets
• Stay updated on industry trends
• Represent PolicyMe professionally and client-centrically
• Analyze lead data to improve outreach strategies

Qualifications:

• 1-3 years in sales, business development, or similar, preferably in insurance or financial services
• Strong communication and interpersonal skills
• Experience handling inbound leads and qualifying clients
• Proficiency with CRM software (HubSpot) and lead management tools
• Self-motivated with a results-driven mindset
• Excellent organizational and time-management skills
• Bachelor’s degree in business, marketing, or related field preferred but not required
• Ability to work independently and in teams
• Comfortable in a fast-paced, evolving environment

Reporting To: Customer Success Manager

Why Join Us:

• Generous PTO - 20 days
• Stock options and health benefits
• Remote-first team with in-person socials and Toronto office options
• Resources for professional development, including an L&D budget and performance reviews
• Work with a high-performing, empathetic team in a flexible environment

About PolicyMe: PolicyMe is a Venture-Backed InsurTech startup dedicated to putting families first by streamlining life insurance. Since 2018, we've sold over $1 billion in coverage to Canadians. Recognized as one of Canada's 50 Most Impactful Companies of 2021, we aim to make insurance simple, affordable, and accessible.

We are committed to equal opportunity employment and accessible hiring practices. If accommodations are needed, please indicate this in your application.