Sales Development Representative (Outbound Sales)

Summit Commercial Solutions; Winnipeg; Vor Ort; CAD 36.000 - 44.000; Vollzeit

Benefits dieser Stelle

Growth opportunities

Modern offices in Kelowna and Winnipeg

Technology-driven culture

Zusammenfassung

Summit is seeking a proactive Sales Development Representative to identify and pursue commercial insurance opportunities. You will research potential clients, qualify leads, and schedule meetings for Commercial Account Executives while maintaining detailed HubSpot CRM records.

The role emphasizes collaboration with the sales team, strong communication, and a performance-driven mindset in a hybrid, modern workspace.

Qualifikationen

• Willing to obtain Level 1 license eligible prior to start date.
• 2–3 years sales experience preferred.
• Passion for Sales and targets.
• 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.
• Results-driven mindset with competitive drive.

Aufgaben

• Identify and pursue new business opportunities in commercial insurance.
• Qualify leads and schedule appointments for Commercial Account Executives.
• Research potential clients to tailor conversations and increase appointment likelihood.
• Collaborate with sales team to ensure smooth lead handoffs.
• Maintain accurate lead records in CRM (HubSpot).
• Track and report progress of leads through the funnel.
• Suggest process improvements to enhance customer experience.

Kenntnisse

Sales experience

Excellent communication

Self-motivated

Time management

CRM proficiency

Ausbildung

Level 1 license eligible

Tools

HubSpot

G-Suite

Jobbeschreibung

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

• 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

Perks We Offer at Summit

• 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.

OUR VALUES

• Transparency: We build trust through open and honest communication.
• Sustainability: We create lasting solutions for our team, partnerships, and communities.
• Ownership: We take accountability for our actions, celebrate victories, and learn from mistakes.
• Impact: We think big and aim to make a difference in everything we do, both in business and for social good.

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!