["Full-Time"]
Remote
Financial
jobicy
About this role
Overview:
We’re on a mission to modernize insurance, making it simpler, more accessible, and customer-first. The insurance industry is a $1T market that has remained largely untouched by the digital revolution, and PolicyMe is here to change that.
As a remote-first, Toronto-based startup with big ambitions, we’re looking for a Business Development Representative to help us build the future of insurance in Canada and beyond.
About This Role:
As a Business Development Representative (BDR), you’ll be at the heart of PolicyMe’s growth engine. You’ll manage a mix of inbound and outbound engagement, connecting with people who’ve already shown interest, from quote requests, started applications, to approved clients and helping move them forward in their insurance journey.
You’ll do initial outreach on inbound deals, convert incomplete applications into completed policies, and re-engage stale portions of the funnel. You’ll also qualify new clients, pack advisor calendars with high-quality meetings, and help optimize conversion throughout the funnel.
This is an established role within our Business Development team, where you’ll help scale a proven function and extend its impact. You’ll support ongoing experiments, refine strategies, and codify best practices to drive efficiency and results. Your insights and feedback will directly shape how we optimize lead conversion, outreach, and engagement at scale.
Success in this role requires curiosity, urgency, and a growth mindset. You’ll adapt your approach based on client feedback and data, continuously learning and improving how you connect with leads. Top performers in this role will have the opportunity to pursue licensing and grow into a licensed Insurance Advisor position.
What you'll be doing:
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
Tools & Tech Stack
Selling Motion
Prospecting
Hybrid
Mix of inbound leads and outbound prospecting
Requirements at a Glance
Typical Day — BDR
Estimates based on role type and selling motion — actual may vary by company.
Role Signals
Green Flags
Ownership stake offered
Warm leads provided
Location flexibility
Financial Services — Interview Intel
Typical Sales Cycle
3–6 months (Retail) · 6–18 months (Institutional)
Common Buyer Objections
- "Regulatory concerns — need compliance approval"
- "We already have a vendor for this"
- "Need to see 3-year track record"
- "Committee-based decision — multiple approvers"
Key Industry Metrics
Hot Topics to Reference
- • AI in fraud detection and compliance
- • Open banking APIs
- • ESG investing mandate shifts
- • Embedded finance partnerships
Use these insights to speak the buyer's language in interviews.
Tags
How do you qualify inbound leads?
Template questionDescribe your approach to multi-threading into an account.
Template questionHow do you prioritize your pipeline?
Template questionThis SDR/BDR role focuses on top-of-funnel pipeline generation through outbound prospecting.
Financial services sales requires strong compliance awareness and regulatory knowledge.
This remote-friendly role based in CA provides geographic flexibility while maintaining access to a financial services market.
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