December 14, 2023

Sales Development Representative

summit icon
Full Time
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Kelowna BC; Winnipeg, MB

Job description

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.

We are looking for a sales driven professional to join our core team. This is a fantastic opportunity for a customer first sales professional, who holds themselves to the highest standards and aligns their success with that of the customer.

As a Sales Development Representative at Summit, you will play a crucial role in the growth and expansion of our client base. Your primary responsibility will be to generate and qualify leads, thereby setting the stage for successful interactions between potential clients and our Commercial Account Executives.


  • Actively identify and pursue new business opportunities within the commercial insurance market. Utilize various methods such as cold calling, networking, 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
  • This position requires a sales oriented and outgoing individual with a proven history of sales, networking and ability to close.

Skills & Qualifications:

  • Level 1 license, or willing to obtain in the first month of employment
  • 2-3 years experience min. in a sales role
  • 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.
  • Ability to work independently as well as part of a team.
  • Independent, Self Motivated, Ambitious and Competitive individual able to thrive in a fast pace environment

Perks We Offer At Summit

  • Opportunity to work for a forward thinking boutique brokerage
  • Contemporary office downtown Kelowna
  • Flexible work environment/work from home arrangements available to everyone
  • Modern technology - laptops provided to all staff
  • Comprehensive, flexible health, including mental health, and dental plans to suit all lifestyles
  • Daily team huddles
  • Build a new-age commercial insurance brokerage

Our values are at the core of everything we do.

Transparency. We build trust through transparency. We are are open and honest in our communication.

Sustainability. Our team, our partnerships, and our communities. We are in it for the long haul. Everything we create is built to last.

Ownership. We own our words and actions. We are accountable for outcomes, good and bad. We learn from our mistakes and celebrate our victories.

Impact. We think big. We strive to make an impact in everything we do, both in business and for social good.

If reading all that interests you, drop us a line and let us know why you would be a great fit for us.

Summit is an inclusive employer that celebrates diversity in its workforce structure. We encourage applications from all qualified candidates and will accommodate applicants’ needs under the respective provincial human rights codes throughout all stages of the recruitment and selection process. Please advise us if you require accommodation; to ensure your accessibility needs are accommodated throughout this process. Information received relating to accommodation will be addressed confidentially.

We thank all applicants in advance for their interest; however, only those candidates selected for an interview will be contacted.

Apply now