Sales Development Representative

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

Our mission is to create value through transparency and change the way people feel about insurance.

If you want to work with a commercial insurance brokerage that puts people first and values transparency, sustainability, ownership, and impact, then Summit is the right choice for your career path.

Summit is a team of empowered and driven individuals who live our core values every day. Being a part of Summit offers a chance for the right applicant to make a name for themselves, and help build Summit as a leader in the Canadian Commercial Insurance market.

About the role

• 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

Skills & Qualifications

Our Values

At Summit, our values guide everything we do :

If you’re ready to take the next step in your career and help build a new-age commercial insurance brokerage, we want to hear from you.

Summit is an inclusive employer that celebrates diversity. We encourage applications from all qualified candidates and are committed to providing accommodations during the hiring process. While we thank all applicants for their interest, only those selected for an interview will be contacted.

Compensation : $40,000 base salary with progressive increases upon Level 2 and RIBO licensing in year 1 + commission.

Join us in building the commercial brokerage of the future!

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