As a BDR, you will engage with potential clients through outbound prospecting and qualifying inbound leads. You'll help shape the BDR function and collaborate with Advisors to improve sales processes while aiming for growth into a licensed advisor role.
Overview of the role:
Join us at PolicyMe! We're modernizing insurance and we'd like your help. The Canadian insurance landscape has remained largely unchanged for decades - and we’re here to change that. We're a remote-first, Toronto-based startup with big ambitions and even bigger momentum.
As a Business Development Representative, you’ll be on the frontlines of our growth engine, engaging with prospective clients in the early stages of their journey with PolicyMe. This isn’t your standard BDR role - you’ll be learning how to sell not just insurance, but a tech-forward, customer-centric experience that’s redefining the industry.
Your focus will be on outbound prospecting, qualifying inbound leads, booking meetings, and helping potential clients get to the right place faster. This role is ideal for someone hungry to build, eager to eventually grow into a licensed advisor, and ready to master both insurance and SaaS-style sales skills.
Build & Shape This Role:
This is a brand-new role, and you’ll have the rare opportunity to help shape our BDR function from day one. We're actively building a sales system that aligns the right talent with the right customer moments - and we believe BDRs play a key role in driving smarter, faster, and more effective sales engagement.
You’ll have the chance to experiment, refine sequences, and influence everything from prospecting tactics to pipeline strategies. Your input will be critical to understanding where human connection creates the most value in our sales funnel - and how we scale that. If you love being part of a team that’s building something from the ground up, this is your moment.
What you'll be doing:
- Own the top-of-funnel by identifying and engaging potential clients through outbound calls, emails, and creative prospecting strategies.
- Reactivate cold leads and reach out to high-potential prospects who haven’t engaged with us yet.
- Qualify and convert inbound leads by understanding their needs and booking meetings for the advisor team.
- Work in close collaboration with Advisors to optimize hand-offs and conversions post-meeting.
- Maintain accurate records in HubSpot, track pipeline health, and report on outreach and conversion metrics.
- Analyze lead data, run tests on outreach sequences, and continuously improve performance.
- Share insights with Sales and Marketing to help refine customer targeting and messaging.
- Help define what “great” looks like in the BDR role - then strive to exceed it.
- Position yourself for internal growth into a licensed advisor role by building a strong foundation in process, outreach, and customer experience.
What we are looking for:
- 1–3 years of experience in outbound sales, business development, or customer-facing roles (fintech, telco/wireless, or early-stage SaaS experience is great as well!)
- A builder mentality: you don’t just follow scripts - you test, tweak, and improve them.
- Strong communication skills with the ability to build trust quickly.
- High-energy and performance-driven, with experience managing a pipeline and hitting activity metrics.
- Confident making 100+ calls/day, iterating fast, and staying resilient in the face of “no.”
- Comfort working in a fast-moving, high-growth environment with limited structure.
- Familiarity with HubSpot or similar CRM tools is a bonus.
- Bonus points if you’re a former athlete or love competitive environments with a team-first mindset.
Reports to: Customer Success Manager
Why join us:
- Generous PTO – 20 vacation days
- Access to a comprehensive benefits plan
- A remote-first team with company-paid, in-person socials and the option to work from our Toronto-based office
- Resources to help your professional development, including an L&D budget, performance reviews twice a year, and ongoing feedback
- Clear growth track to a licensed advisor role, with mentorship and coaching every step of the way
- Work with an empathetic, high-performing team in a flexible, results-oriented environment
About PolicyMe:
PolicyMe is a Venture-Backed InsurTech startup on a mission to put families first, protecting them with the honest and uncomplicated life insurance they deserve. Through technology, PolicyMe is streamlining the traditional insurance process, removing barriers and inefficiencies to deliver a fully-underwritten life insurance policy that families deserve but with fewer steps and lower costs. PolicyMe makes it easy to get a quote and apply for term life insurance online in 20 minutes or less. Since our launch in 2018, we have grown exponentially, selling over $1 billion in life insurance coverage to Canadians.
PolicyMe was also most recently voted as one of Canada's 50 Most Impactful Companies of 2021, and has been mentioned in BetaKit, National Post, the Global & Mail, Global News and more. If you're interested in being considered for this opportunity, please submit a resume.
Commitment to Equal Opportunity:
PolicyMe is proud to be an equal opportunity employer. All applicants will be considered for employment without attention to race, colour, religion, sex, sexual orientation, gender identity, national origin, or disability status. We thank all applicants for their interest, however, only those selected for an interview will be contacted.
Accessibility Statement:
PolicyMe is dedicated to ensuring an accessible experience for all candidates. If you require accommodations during the application process, please let us know in the "Additional Information" section of the job application. We are committed to working with you to provide support and make reasonable adjustments throughout the process.
Top Skills
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Hubspot
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