policyme - Business Development Representative
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Requirements
• Experience or strong interest in sales, business develop or client facing roles. (This role is open to new & recent grads!) • A 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 (we use 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. • A strong desire to grow from a BDR into an Advisory role - we’re looking for ambitious, high-potential individuals eager to expand their impact. • A genuine growth mindset; you seek feedback and are always looking to get better. • Extracurricular activities or athletics during your University period is considered an asset. • Bilingual in English & French is considered a great asset, but not required. • Reports To: Customer Success Manager
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. You will contact clients who’ve 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.
Benefits
• Generous PTO - 20 vacation days • A comprehensive benefits plan with premiums paid in full by PolicyMe • Investment in your professional development, including an L&D budget, AI tooling budget, performance reviews twice a year and ongoing feedback to ensure you reach your highest potential • An extremely high performing, low-ego, remote-first team that is truly disrupting an old industry • Option to work from home or our Toronto-based office (bonus: we cover the costs to bring all our employees in-person twice a year for experiential socials!) • Access to stock options based on performance • Compensation: The total target cash compensation for this role is $70,000 - $80,000 CAD. We’ll walk through the details together during the interview.
No credit card. Takes 10 seconds.