Business Development Representative • Entry-Level

Who you are

You are a motivated individual with a curiosity for the insurance industry and a desire to help modernize it. You thrive in a remote-first environment and are eager to connect with potential clients, guiding them through their insurance journey. Your ability to adapt based on client feedback and data will be crucial in this role. You understand the importance of urgency and possess a growth mindset, always looking for ways to improve your approach and results.

You have a knack for engaging with clients, whether they are new leads or existing customers needing assistance. Your communication skills allow you to effectively convey information and build relationships, ensuring that clients feel supported throughout their experience with PolicyMe. You are excited about the opportunity to contribute to a startup that is reshaping the insurance landscape in Canada and beyond.

What you'll do

As a Business Development Representative at PolicyMe, you will be at the forefront of our growth strategy. Your primary responsibility will be to manage a mix of inbound and outbound engagements, connecting with individuals who have shown interest in our services. You will conduct initial outreach on inbound deals, converting incomplete applications into completed policies, and re-engaging stale portions of the sales funnel. Your role will involve qualifying new clients and scheduling high-quality meetings for our advisors, ensuring that we optimize conversion rates throughout the process.

You will support ongoing experiments and refine strategies to enhance our lead conversion efforts. Your insights and feedback will directly influence how we engage with leads and improve our outreach methods. This established role within our Business Development team offers you the chance to scale a proven function and extend its impact. Top performers in this position will have the opportunity to pursue licensing and grow into a licensed Insurance Advisor role, furthering their career within the company.

What we offer

At PolicyMe, we are committed to creating a supportive and innovative work environment. As a remote-first company, we provide flexibility and the opportunity to work from anywhere while being part of a dynamic team. We encourage you to apply even if your experience doesn't match every requirement, as we value diverse perspectives and backgrounds. Join us in our mission to modernize insurance and make it more accessible for everyone.