Sales Development Representative (Service client / Support)

About Summit 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.

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.

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.

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

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
• Strong organizational and time-management abilities.
• Proficiency in CRM software and G-Suite.
• Opportunity for Growth: Work with a forward-thinking commercial brokerage and be part of an innovative, growing team.

Enjoy a flexible hybrid model designed to support collaboration, focus, and balance.

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

Sustainability: We create lasting solutions for our team, partnerships, and communities.

Impact: We think big and aim to make a difference in everything we do, both in business and for social good.

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. 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!