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Sales-Focused Insurance Advisor at Summit

Company

Summit

Location

kelowna, bc

Type

Full-time

Become a Sales-Focused Insurance Advisor with Summit, leveraging inbound leads to grow a client base in the commercial sector. Participate in a transformative brokerage experience.

Summit, a trailblazer in the commercial insurance landscape from Kelowna, is seeking driven individuals to fill this full-cycle sales role. You will directly impact small business success by managing leads and effectively advising on insurance solutions. Enjoy a fast-paced environment where your efforts result in immediate gains for clients and yourself.

Key Responsibilities: • Handle inbound leads with precision from qualification to binding • Educate clients about the nuances of their coverage options • Utilize technology for swift quoting and binding • Maintain compliance with internal and regulatory requirements • Offer feedback to enhance insurance offerings

Requirements: • 1–3 years in client-facing sales or development roles • Minimum CAIB 1 license and willingness to acquir...

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