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...