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Lead Generation Specialist - Insurance

Job in Kelowna, BC, Canada
Listing for: Summit
Full Time position
Listed on 2026-09-12
Job specializations:
  • Sales
    Insurance Sales, CRM Systems & Management
Salary/Wage Range or Industry Benchmark: 36000 - 44000 CAD Yearly CAD 36000.00 44000.00 YEAR
Job Description & How to Apply Below
Position: Lead Generation Specialist - Summit Insurance
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 new 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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