~1mo ago

Sales Development Representative (Outbound Sales)

Canada·Kelownamid

SalesSales Development Rep

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Quick Summary

Overview

About Summit Building the commercial brokerage of the future. Summit is a boutique commercial insurance firm headquartered in Kelowna and serving most of Canada.

Technical Tools

SalesSales Development Rep

About the Role

~1 min read

Actively identify and pursue new business opportunities within the commercial insurance market. Utilize various methods such as cold calling, networking, lead nurturing, and social media engagement to generate leads.
Efficiently qualify leads and schedule appointments for Commercial Account Executives. Ensure that these meetings are set with potential clients who have a genuine interest and need for our services.
Conduct in-depth research on potential clients to understand their insurance needs and business challenges. This will enable tailored conversations and a higher likelihood of securing appointments.
Work closely with the sales team, particularly Commercial Account Executives, to ensure a seamless transition of leads. Provide detailed information about potential clients to facilitate effective sales pitches.
Maintain accurate records of all lead generation activities in our Customer Relationship Management (CRM) system (Hubspot). Track and report on the progress of leads through the sales funnel.
Recommend operational improvements in our processes to help further improve overall customer experience

Requirements

~1 min read

Willing to obtain Level 1 license eligible prior to start date of employment
2-3 years experience in a sales role preferred
Passion for Sales
Persistence and motivation to meet set targets
Excellent written and verbal communication skills
Strong organizational and time-management abilities.
Proficiency in CRM software and G-Suite.
A results-driven mindset with a commitment to achieving targets.
Independent, Self Motivated, Ambitious and Competitive individual able to thrive in a fast pace environment

What We Offer

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✓Opportunity for Growth: Work with a forward-thinking commercial brokerage and be part of an innovative, growing team.

✓Modern Workspace: Work from our brand-new, state-of-the-art offices in downtown Kelowna and Winnipeg. Enjoy a flexible hybrid model designed to support collaboration, focus, and balance.

✓Technology-Driven Culture: Work with cutting-edge tools and custom built technology to get time back in your day. Laptops & equipment provided to all staff.

✓Comprehensive Benefits: Access to flexible health, mental health, and dental plans tailored to your lifestyle.

✓Supportive Team: Participate in daily team huddles and collaborative events as part of a values-driven culture.