Responsibilities
- Engage and qualify inbound leads through phone calls, emails, and text to understand their needs, determine fit, book meetings and move them toward a sale.
- Operate with urgency to contact new leads quickly, follow up consistently, and manage a high volume of quality outreach.
- Own outreach to inbound and warm outbound segments. You will contact clients who’ve requested quotes, started applications, or been approved.
- Convert incomplete applications into active opportunities and help clients finish their purchase journey by scheduling meetings or transferring to an advisor.
- Re-engage stalled or unresponsive leads to keep the pipeline healthy and full.
- Keep your CRM (HubSpot) organized and up-to-date with detailed notes, ensuring seamless handoffs and visibility.
- Work closely with the Advisor and Operations teams to optimize lead nurturing strategies and conversion processes.
- Meet or exceed monthly conversion and engagement targets.
- Represent PolicyMe in a professional and client-centric manner.
- Analyze data to identify trends and suggest improvements to outreach strategies.
Requirements
- Experience or strong interest in sales, business develop or client facing roles. (This role is open to new & recent grads!)
- 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.
- Self motivated, results driven, and able to take ownership of your performance.
- Strong organizational and time management skills with the ability to balance volume and quality.
- A strong desire to grow from a BDR into an Advisory role - we’re looking for ambitious, high-potential individuals eager to expand their impact.
- A genuine growth mindset; you seek feedback and are always looking to get better.
Nice to Have
- Experience in engaging inbound or outbound leads is considered an asset.
- Comfortable working in a CRM (we use HubSpot) and managing detailed follow ups.
- Extracurricular activities or athletics during your University period is considered an asset.
- Bilingual in English & French is considered a great asset, but not required.
Benefits
- 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 to ensure you reach your highest potential.
- Access to stock options based on performance.
Work Arrangement
Hybrid
Additional Information
- Commitment to Equal Opportunity: PolicyMe is an equal opportunity employer. We welcome applicants of all backgrounds and provide fair consideration regardless of race, colour, religion, sex, sexual orientation, gender identity, national origin, or disability.
- Accessibility Statement: We are committed to providing an accessible hiring experience. If you require accommodations during the application process, please indicate this in the “Additional Information” section of your application.
