Join Summit as a Lead Generation Specialist focusing on the commercial insurance sector. Your efforts in lead identification and engagement can directly impact business success.
Located in Kelowna, this role demands a proactive approach in pursuing new business opportunities. You will engage with potential clients through cold calling, social media, and other platforms. Understanding client needs through research is essential for effective communication and lead conversion.
Key Responsibilities:
• Actively seek recent business in the commercial insurance market
• Qualify leads and coordinate appointments with sales team
• Conduct detailed research to align with client insurance needs
• Keep precise records in our CRM software for tracking
• Propose enhancements to improve customer interactions
Requirements:
• 2-3 years of sales experience preferred
• Willingness to acquire Level 1 insurance license
• Great written and verbal communication skills
• CRM and G-Suite proficiency required
• Motivated individual with a results-focused mindset
Help shape the future of commercial insurance with your skills at Summit.
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