Inside Sales Representative (Remote)
Jerry37,500 - 50,000 USD/year
- Full Time
- Entry Level & New Grad
Not SpecifiedCompensation
Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
Insurance, Financial ServicesIndustries
Requirements
Candidates should have 1-3 years of experience in sales, business development, or a similar role, preferably in the insurance or financial services industry, along with strong communication and interpersonal skills, experience handling inbound leads and qualifying potential clients, proficiency with CRM software (HubSpot) and lead management tools, a self-motivated results-driven mindset, excellent organizational and time-management skills, and a Bachelor’s degree in business, marketing, or a related field preferred but not required; the ability to work independently is also required.
Responsibilities
The Business Development Representative will engage with inbound leads through phone calls, emails, and online chat to understand their needs and determine fit, qualify leads and schedule meetings or calls for advisors, provide potential clients with information on our insurance products and services, ensuring a smooth handoff to the advisor team, maintain and update CRM records with detailed notes on interactions and deal progress, work closely with the Advisor and Operations teams to optimize lead nurturing strategies and conversion processes, meet or exceed monthly conversion and engagement targets, stay up-to-date on industry trends and competitive offerings, represent PolicyMe in a professional and client-centric manner, and analyze lead data to identify trends and suggest improvements to outreach strategies.
Skills
Communication
Interpersonal Skills
Inbound Lead Handling
Client Qualification
Sales
Business Development
Financial Services Industry Knowledge
PolicyMe
Online platform for affordable life insurance
About PolicyMe
PolicyMe simplifies life insurance for Canadians by offering affordable coverage options, including critical illness insurance, through an easy-to-use online platform. Customers can access straightforward advice and apply for policies digitally, which helps reduce costs and allows the company to offer lower premiums. Unlike traditional insurance providers, PolicyMe operates with a digital-first approach, minimizing overhead expenses and passing the savings on to clients. The company is backed by reputable partners, enhancing its credibility and financial stability. PolicyMe aims to ensure transparency and customer satisfaction, handling claims with care and using customer feedback to improve services. Additionally, the company fosters a positive work environment through team-building events, even while operating remotely.
Key Metrics
Toronto, CanadaHeadquarters
2018Year Founded
$20.5MTotal Funding
SERIES_ACompany Stage
Fintech, Financial ServicesIndustries
51-200Employees