Insurance SDR — Hybrid, Growth & Impact

Summit; Kelowna; Hybrid; CAD 36,000 - 44,000; Full time

Benefits offered by this job

Growth opportunities

Hybrid work model

Tech-driven culture

Benefits package

Team collaboration

Job summary

Summit, a boutique commercial insurance brokerage in Kelowna with expansion across Canada, seeks a proactive salesperson to identify opportunities and build a healthy client pipeline. You will qualify leads, book meetings for senior executives, and research client needs to tailor conversations.

You will collaborate with the Commercial Account Executives, maintain Hubspot CRM records, and contribute to a team-focused, growth-driven culture.

Qualifications

• 2-3 years experience in a sales role preferred.
• Willing to obtain Level 1 license eligible prior to start date of employment.
• Excellent written and verbal communication skills.
• Persistence and motivation to meet set targets.
• Proficiency in CRM software and G-Suite.
• A results-driven mindset with a commitment to achieving targets.

Responsibilities

• Identify and pursue new business opportunities within the commercial insurance market using cold calling, networking, lead nurturing, and social media.
• Qualify leads and schedule appointments for Commercial Account Executives with genuine interest.
• Research potential clients to understand insurance needs and business challenges for tailored conversations.
• Collaborate with sales team to ensure smooth lead transitions and inform pitches.
• Maintain accurate lead activity records in Hubspot CRM; track progress through the funnel.
• Suggest operational improvements to enhance customer experience.

Skills

Sales

License eligible

Communication

Time management

CRM proficiency

Goal oriented

Self-motivation

Ambition

Tools

Hubspot

Job description

Summit, a boutique commercial insurance brokerage in Kelowna with expansion across Canada, seeks a proactive salesperson to identify opportunities and build a healthy client pipeline. You will qualify leads, book meetings for senior executives, and research client needs to tailor conversations.

You will collaborate with the Commercial Account Executives, maintain Hubspot CRM records, and contribute to a team-focused, growth-driven culture.