Remote-First BDR: Path to Insurance Advisor

PolicyMe Corp.; United States; À distance; USD 50 000 - 57 000; Plein temps

Avantages offerts par ce poste

Generous PTO and benefits

Investment in professional development

Stock options based on performance

Résumé du poste

PolicyMe is seeking a Business Development Representative to fuel growth in Canada and beyond. You’ll manage a mix of inbound and outbound engagement, qualify new clients, and help move them through the insurance journey, with a focus on converting incomplete applications and scheduling meetings with advisors.

This remote-first role offers a strong compensation package and a clear path to an Insurance Advisor position.

Qualifications

• Experience or strong interest in sales, business development or client-facing roles; open to new/grads.
• Bachelor's degree in business, marketing, economics, finance or STEM.
• Strong communication skills with ability to connect quickly and adapt.
• Tech savvy and data-driven with ability to learn systems.

Responsabilités

• Engage and qualify inbound leads via phone, email, and text to book meetings and move toward a sale.
• Contact new leads quickly and manage high-volume outreach with urgency.
• Own outreach to inbound and warm outbound segments; contact quote requests, started applications, and approved clients.
• Convert incomplete applications into active opportunities and schedule meetings with a advisor.
• Re-engage stalled leads to keep the pipeline healthy.
• Maintain HubSpot CRM with detailed notes for smooth handoffs.

Connaissances

Sales interest

Strong communication

Tech savvy

CRM experience

HubSpot

Time management

Growth mindset

Bilingual (EN/FR)

Formation

Bachelor's degree in business/marketing/economics/finance or STEM

Outils

HubSpot CRM

Description du poste

PolicyMe is seeking a Business Development Representative to fuel growth in Canada and beyond. You’ll manage a mix of inbound and outbound engagement, qualify new clients, and help move them through the insurance journey, with a focus on converting incomplete applications and scheduling meetings with advisors.

This remote-first role offers a strong compensation package and a clear path to an Insurance Advisor position.