Build insurance sales momentum remotely with PolicyMe through lead qualification, client outreach, and data-informed conversion strategies across Canada.
As a Business Development Representative, you will manage inbound and warm outbound engagement for quote requests, applications, and approved clients. You will qualify prospects, schedule advisor meetings, and help complete purchase journeys. The established Business Development team relies on your feedback to refine outreach and conversion practices.
Key Responsibilities:

Engage inbound leads by phone, email, and text
Qualify clients and book high-quality advisor meetings
Convert incomplete applications into active opportunities
Maintain detailed, up-to-date HubSpot CRM records
Analyze trends and recommend outreach improvements
Requirements:

Sales, business development, or client-facing experience or interest
Bachelor’s degree in business, marketing, economics, finance, or STEM
Strong communication and adaptable client engagement skills
Comfort with HubSpot and detailed follow-ups
Self-motivated, organized, and results-driven approach
Bring curiosity, urgency, communication, and CRM discipline to PolicyMe’s remote insurance growth engine across Canada.

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Remote Insurance Business Development Representative