Business Development Representative

PolicyMe

. Engage and qualify inbound leads through phone calls, emails, and text .

Posted 11/3/2026full-timeRemote • CanadaMid-LevelSenior💰 CA$70,000 - CA$80,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong communication and organizational skills while effectively managing inbound and outbound lead engagement through HubSpot CRM. Capable of analyzing data to improve lead conversion strategies and achieve performance targets.

Highest-signal resume keywords

Lead EngagementHubSpot CRM ManagementData AnalysisSales ExperienceBilingual in English and French

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Lead ConversionSalesBusiness DevelopmentClient-Facing RolesData AnalysisCRM ManagementFollow-Up ManagementOutreach StrategiesPerformance OwnershipTime Management

Soft Skills

Strong CommunicationAdaptabilitySelf-MotivationResults-DrivenGrowth Mindset

Tools & Technologies

HubSpot CRM

Industry Keywords

Inbound LeadsOutbound LeadsLead NurturingClient-CentricConversion TargetsEngagement TargetsBusiness DegreeMarketing DegreeEconomics DegreeSTEM Degree

About the role

Key responsibilities & impact

Engage and qualify inbound leads through phone calls, emails, and text
Contact new leads quickly, follow up consistently, and manage high-volume outreach
Own outreach to inbound and warm outbound segments, including quote requesters, applicants, and approved clients
Convert incomplete applications into active opportunities
Schedule meetings or transfer clients to an advisor
Re-engage stalled or unresponsive leads
Maintain detailed, up-to-date HubSpot CRM records
Collaborate with Advisor and Operations teams on lead nurturing and conversion processes
Meet or exceed monthly conversion and engagement targets
Represent PolicyMe professionally and in a client-centric manner
Analyze data, identify trends, and recommend outreach improvements
Support experiments, refine strategies, and codify best practices to improve lead conversion and engagement

Requirements

What you’ll need

Experience or strong interest in sales, business development or client-facing roles; open to new and recent graduates
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 engaging inbound or outbound leads is considered an asset
Comfortable working in HubSpot CRM and managing detailed follow-ups
Self-motivated, results-driven, and able to take ownership of performance
Strong organizational and time management skills
Desire to grow from BDR into an Advisory role
Genuine growth mindset
Extracurricular activities or athletics during university considered an asset
Bilingual in English and French considered a great asset, but not required

Benefits

Comp & perks

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
Remote-first team
Option to work from home or Toronto-based office
Costs covered for employees to attend in-person experiential socials twice a year
Access to stock options based on performance