Sales-Focused Insurance Advisor at Summit
S
Summit
📍 kelowna, regional district of central okanagan, Canada
Job Description
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 acq...
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 acq...