Business Development Representative

PolicyMeDigital insurance

Source API remote eligibility restrictions: CanadaFull-TimeEntry

SalaryThe total target cash compensation for this role is $70,000 - $80,000 CAD.

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Job Details

Have experience or a strong interest in sales, business development, or client-facing roles; the role is open to new and recent graduates.
Hold a bachelor's degree in business, marketing, economics, finance, or a STEM field.
Be comfortable using a CRM; the team uses HubSpot.
Be comfortable managing detailed follow-ups.
Communicate effectively, connect quickly, and adapt your approach.
Be tech-savvy and adaptable, and comfortable learning new systems.
Use data and feedback to adjust your approach.
Be self-motivated, results-driven, and able to take ownership of your performance.
Have strong organizational and time-management skills and balance volume with quality.
Be interested in growing from a BDR into an advisory role and in developing professionally.
Seek feedback and show a growth mindset.

Engage and qualify inbound leads by phone, email, and text to understand their needs, determine fit, and book meetings.
Contact new leads quickly, follow up consistently, and manage high-volume outreach.
Own outreach to inbound and warm outbound segments, including people who requested quotes, started applications, or were approved.
Convert incomplete applications into active opportunities and help clients complete their purchase journey by scheduling meetings or transferring them to an advisor.
Re-engage stalled or unresponsive leads to maintain a healthy pipeline.
Keep HubSpot organized and up to date with detailed notes to support handoffs and visibility.
Work with Advisor and Operations teams to improve lead nurturing and conversion processes.
Meet or exceed monthly conversion and engagement targets.
Analyze data, identify trends, and suggest improvements to outreach strategies.

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