Business Development Representative - PolicyMe

Overview

We’re on a mission to modernize insurance, making it simpler, more accessible, and customer-first. The insurance industry is a $1T market that has remained largely untouched by the digital revolution, and PolicyMe is here to change that. As a remote-first, Toronto-based startup with big ambitions, we’re looking for a Business Development Representative to help us build the future of insurance in Canada and beyond.

About This Role

As a Business Development Representative (BDR), you’ll be at the heart of PolicyMe’s growth engine. You’ll manage a mix of inbound and outbound engagement, connecting with people who’ve already shown interest—from quote requests and started applications to approved clients—and helping move them forward in their insurance journey.

You’ll do initial outreach on inbound deals, convert incomplete applications into completed policies, and re-engage stale portions of the funnel. You’ll also qualify new clients, pack advisor calendars with high-quality meetings, and help optimize conversion throughout the funnel.

This is an established role within our Business Development team, where you’ll help scale a proven function and extend its impact. You’ll support ongoing experiments, refine strategies, and codify best practices to drive efficiency and results. Your insights and feedback will directly shape how we optimize lead conversion, outreach, and engagement at scale.

Top performers in this role will have the opportunity to pursue licensing and grow into a licensed Insurance Advisor position.

Key Responsibilities

• Engage and qualify inbound leads through phone calls, emails, and text to understand their needs, determine fit, book meetings, and move them toward a sale.
• Operate with urgency to contact new leads quickly, follow up consistently, and manage a high volume of quality outreach.
• Own outreach to inbound and warm outbound segments, contacting clients who have requested quotes, started applications, or been approved.
• Convert incomplete applications into active opportunities and help clients finish their purchase journey by scheduling meetings or transferring to an advisor.
• Re-engage stalled or unresponsive leads to keep the pipeline healthy and full.
• Keep your CRM (HubSpot) organized and up-to-date with detailed notes, ensuring seamless handoffs and visibility.
• Work closely with the Advisor and Operations teams to optimize lead nurturing strategies and conversion processes.
• Meet or exceed monthly conversion and engagement targets.
• Represent PolicyMe in a professional and client-centric manner.
• Analyze data to identify trends and suggest improvements to outreach strategies.

Qualifications

• Experience or a strong interest in sales, business development, or client-facing roles (open to new and recent grads).
• Bachelor’s degree in business, marketing, economics, finance, or any STEM field.
• Strong communication skills with the ability to connect quickly and adapt your approach.
• Tech-savvy and adaptable, comfortable learning new systems and making adjustments based on data and feedback.
• Experience in engaging inbound or outbound leads is considered an asset.
• Comfortable working in a CRM (HubSpot) and managing detailed follow-ups.
• Self-motivated, results-driven, and able to take ownership of your performance.
• Strong organizational and time management skills with the ability to balance volume and quality.
• Strong desire to grow from a BDR into an Advisory role.
• Growth mindset with a commitment to seeking feedback and continuous improvement.
• Extracurricular activities or athletics during university is considered an asset.
• Bilingual in English & French is considered a great asset, but not required.

Benefits & Compensation

• Target Cash Compensation: $70,000 - $80,000 CAD total target cash.
• Paid Time Off: 20 vacation days.
• Health Benefits: Comprehensive benefits plan with premiums paid in full by PolicyMe.
• Professional Growth: L&D budget, AI tooling budget, performance reviews twice a year, and ongoing feedback.
• Work Flexibility: Option to work from home or from our Toronto office (with fully funded team socials twice a year).
• Equity: Access to stock options based on performance.

About PolicyMe

PolicyMe is Canada’s leading digital insurance solution, offering straightforward and affordable financial protection for families coast to coast. Our product suite includes Life Insurance, Critical Illness Insurance, and Health & Dental Insurance. Founded by insurance experts and technology entrepreneurs, PolicyMe operates with a remote-first culture across Canada.