Outbound Sales Development Representative generating and qualifying commercial insurance leads for Summit, a Canadian commercial brokerage. Scheduling appointments and supporting Account Executives through HubSpot CRM.
Responsibilities
Actively identify and pursue new business opportunities within the commercial insurance market
Generate leads through cold calling, networking, lead nurturing, and social media engagement
Qualify leads and schedule appointments for Commercial Account Executives
Research potential clients to understand their insurance needs and business challenges
Work closely with Commercial Account Executives to ensure seamless lead transitions
Provide detailed prospect information to facilitate effective sales pitches
Maintain accurate lead-generation records in HubSpot CRM
Track and report lead progress through the sales funnel
Recommend operational improvements to enhance the customer experience
Requirements
Willing to obtain Level 1 license eligible prior to start date of employment
2-3 years experience in a sales role preferred
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
Results-driven mindset with a commitment to achieving targets
Independent, self-motivated, ambitious, and competitive; able to thrive in a fast-paced environment
Benefits
Opportunity for growth with a forward-thinking commercial brokerage and innovative, growing team
Flexible hybrid model
Laptops & equipment provided to all staff
Flexible health, mental health, and dental plans
Daily team huddles and collaborative events
Progressive salary increases upon Level 2 and RIBO licensing in year 1
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