Job Description
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.
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
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
At Summit, our values guide everything we do:
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.
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!
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
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
At Summit, our values guide everything we do:
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.
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!
💡 Quick Summary
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