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

Use this summary to align your resume positioning with the role.

Demonstrates strong sales and client engagement capabilities, with proficiency in HubSpot CRM for managing leads and follow-ups. Exhibits excellent communication and organizational skills, with a focus on achieving conversion and engagement targets.

Highest-signal resume keywords

Sales ExperienceHubSpot CRM ProficiencyLead EngagementStrong Communication SkillsResults-Driven Mindset

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

SalesLead QualificationData AnalysisClient Needs AssessmentMeeting SchedulingOutreach StrategyFollow-Up ManagementConversion OptimizationPerformance OwnershipTime Management

Soft Skills

AdaptabilitySelf-MotivationGrowth MindsetCollaborationClient-Centric Approach

Tools & Technologies

HubSpot CRM

Industry Keywords

Business DevelopmentClient-Facing RolesInbound LeadsOutbound LeadsSales TargetsCustomer Success

About the role

Key responsibilities & impact

Engage and qualify inbound leads through phone calls, emails, and text
Determine client needs and fit, book meetings, and move leads toward a sale
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
Help clients complete their purchase journey by scheduling meetings or transferring them 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 suggest outreach improvements
Support experiments, refine strategies, and codify best practices
Report to the Customer Success Manager

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 and ability to adapt approach
Tech savvy and adaptable, comfortable learning new systems and using data and feedback
Experience engaging inbound or outbound leads 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
Growth mindset and willingness to seek feedback
Extracurricular activities or athletics during university considered an asset
Bilingual in English and French considered an 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 the Toronto-based office
Costs covered to bring employees in-person twice a year for experiential socials
Access to stock options based on performance