Job Description
Elevate your career at Summit as an Insurance Sales Specialist focused on driving business growth through inbound leads. Enjoy a supportive environment with opportunities for professional development.
As part of Summit’s innovative team in Kelowna, this full-cycle sales role allows you to engage with potential clients and manage the insurance quoting process. You will focus on acquiring new business and delivering an outstanding client experience without the complexities of renewals. Your proactive approach will help transform leads into long-term relationships.
Key Responsibilities:
• Manage leads through the entire insurance quoting process
• Qualify prospects based on their operations
• Advise small business owners on coverage needs
• Maintain detailed and accurate client documentation
• Collaborate with underwriting and marketing for insights
Requirements:
• 1–3 years of relevant sales experience
• CAIB 1 license minimum, RIBO within 60 days
• Stron...
As part of Summit’s innovative team in Kelowna, this full-cycle sales role allows you to engage with potential clients and manage the insurance quoting process. You will focus on acquiring new business and delivering an outstanding client experience without the complexities of renewals. Your proactive approach will help transform leads into long-term relationships.
Key Responsibilities:
• Manage leads through the entire insurance quoting process
• Qualify prospects based on their operations
• Advise small business owners on coverage needs
• Maintain detailed and accurate client documentation
• Collaborate with underwriting and marketing for insights
Requirements:
• 1–3 years of relevant sales experience
• CAIB 1 license minimum, RIBO within 60 days
• Stron...