Remote-First BDR: Grow Leads & Convert in Insurance

Remote; San Francisco (CA); Remote; USD 50,000 - 57,000; Full time

Benefits offered by this job

20 vacation days

Comprehensive benefits plan

L&D budget and AI tooling budget

Remote-first team with in-person meet‑

Stock options based on performance

Compensation: CAD 70,000–80,000

Job summary

PolicyMe is a remote-first, Canada-based insurtech aiming to modernize insurance. We seek a Business Development Representative to drive growth across inbound/outbound leads, advancing quotes to policies and expanding our advisor network.

You’ll work with HubSpot, refine lead conversion, and contribute to scalable outreach. Qualified candidates will leverage a growth mindset, strong communication, and data-driven tactics to meet monthly targets, with a clear path to an Insurance Advisor role in

Qualifications

• Bachelor’s degree in business, marketing or STEM field.
• Excellent communication and relationship‑building skills.
• Comfort with CRM and data‑driven outreach.

Responsibilities

• Qualify inbound leads via phone, email, and text and move to meetings or sales.
• Contact new leads quickly, follow up consistently, manage high outreach volume.
• Own outreach to inbound and warm outbound segments and convert quotes.
• Finish incomplete applications and schedule meetings or transfer to advisor.
• Re-engage stalled leads to keep the pipeline healthy.
• Keep HubSpot updated with detailed notes for seamless handoffs.
• Collaborate with Advisor and Operations to improve nurturing and conversion.
• Meet or exceed monthly conversion and engagement targets.
• Represent PolicyMe professionally to clients.
• Analyze data to identify trends and improve outreach strategies.

Skills

Sales mindset

Strong communication

Adaptable

Data-driven

CRM experience

Bilingual EN/FR (asset)

Self-motivated

Time management

Growth mindset

Education

Bachelor’s degree in business/marketing or STEM

Tools

HubSpot CRM

Job description

PolicyMe is a remote-first, Canada-based insurtech aiming to modernize insurance. We seek a Business Development Representative to drive growth across inbound/outbound leads, advancing quotes to policies and expanding our advisor network.

You’ll work with HubSpot, refine lead conversion, and contribute to scalable outreach. Qualified candidates will leverage a growth mindset, strong communication, and data-driven tactics to meet monthly targets, with a clear path to an Insurance Advisor role in