Posted 16 days ago
SDR
@ CMB Insurance Brokers
Edmonton, Alberta
Overview
CMB Insurance Brokers is hiring an entry-level Sales Development Representative to research prospects, qualify interest and book first meetings for Producers or Advisors. The role does not quote, recommend coverage or close business, and it is designed as a roughly two-year path toward Business Development Representative or Producer. Performance is measured by qualified meetings booked, targeting more than 2 per week.
Responsibilities:
- Research and build target prospect lists by industry and company size
- Conduct outbound outreach by phone, email and social channels
- Hold discovery conversations and qualify leads
- Book qualified first meetings with Producers or Advisors
- Record all outreach and next steps accurately in the CRM
Requirements summary:
- Entry-level sales role, no experience requirement stated
- Attend weekly L10 meetings, sales training and call coaching
- Meetings scheduled above 2 per week
Tools & skills
Source and dates
Source type not verified · humi
- Employer posting date
- 2026-10-21
- First seen by our source
- 2026-10-21
- Source record updated
- 2026-10-21
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Entry level |
| Department | Sales |
| Hours per week | 40 (estimated) |
| Travel | air: none · ground: none |
| Work setting | Office |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
Summary and details written by AI from the posting; the employer’s posting is the authority.
CMB Insurance Brokers
Saved company profile
Historical company information from a saved The Jobs API profile (LinkedIn/Crunchbase fields). It is not live-verified; figures may have changed. Missing values remain unknown.
Buy your insurance with confidence. Plan, prepare and protect what matters most.
Full company description
CMB Insurance Brokers provides customized insurance solutions for Alberta businesses, specializing in the transportation, energy, construction, and manufacturing sectors. Since 1986, we’ve helped businesses reduce risk, control insurance costs, and minimize disruptions through proactive service and tailored insurance programs. CMB is a privately owned Canadian company with independent local ownership and leadership focused on client needs. Headquartered in Edmonton, we serve over 4,000 clients, manage more than $10 billion in client assets, and employ over 170 professionals across 11 locations in Canada. Our team is recognized for industry expertise, responsive service, and innovative insurance solutions.
- LinkedIn followers
- 2,801
- People associated on LinkedIn
- 83
- Reported office locations
- #201, 1430 - 91 Street, Edmonton, Alberta T6X 1M5, CA
- Other recorded names
- CMB Insurance Brokers
- Specialties
- Transportation
- OiI & Gas
- Construction & Manufacturing
- and VIP Home & Auto
- Profile identifies a recruitment agency
- No
CMB Insurance Brokers provides customized insurance solutions for Alberta businesses, specializing in the transportation, energy, construction, and manufacturing sectors. Since 1986, we’ve helped businesses reduce risk, control insurance costs, and minimize disruptions through proactive service and tailored insurance programs. CMB is a privately owned Canadian company with independent local ownership and leadership…
| Field | Value |
|---|---|
| Industry | Insurance |
| Company size | 51-200 employees |
| Headquarters | Edmonton, Alberta |
| Organization type | Privately Held |
| Year founded | 1986 |
| Specialties | TransportationOiI & GasConstruction & Manufacturingand VIP Home & Auto |
| Open jobs on Jobsy | 36 |
| View page |
The Sales Development Representative (SDR) is an entry-level sales role that generates new business opportunities for IGN’s sales team.
The SDR researches and contacts business decision-makers, qualifies interest, and books first meetings for the assigned Producer or Advisor.
The SDR does not quote, recommend coverage, or close business; success is measured by the number and quality of qualified meetings booked and the new business they influence.
IGN hires SDRs in two lines of business: Employee Benefits and Property & Casualty (P&C). Responsibilities are the same in both; the line of business determines the target market, discovery questions, and team the SDR supports. The role is designed as an approximately two-year development path toward a Business Development Representative or Producer
role.
KEY RESPONSIBILITIES
Prospecting & Outreach
· Research and build target prospect lists by industry, company size, and line of business.
· Conduct outbound outreach by phone, email, and approved social channels.
· Respond promptly to inbound inquiries, marketing leads, and referrals.
Lead Qualification & Discovery
· Hold short discovery conversations to learn about the prospect’s current program, provider, renewal date, and interest in a review.
· Qualify leads against established criteria and determine the appropriate next step.
· Nurture prospects who are not yet ready, timing follow-up to renewal dates and business changes.
Meeting Booking & Handoff
· Book qualified first meetings with the assigned Producer or Advisor.
· Prepare clear handoff notes covering client context, needs, key contacts, and timing.
· Refer coverage, pricing, and plan questions to appropriately licensed colleagues.
CRM & Activity Reporting
· Record all outreach, discovery notes, and next steps accurately in the CRM.
· Track activity and results against weekly, quarterly, and annual targets.
· Share prospect feedback and common objections to help improve messaging.
TEAM SUPPORT & DEVELOPMENT
· Attend weekly department L10 meetings, sales training, and call coaching.
· Participate in company meetings and events.
· Follow company policies and procedures, including the Employee Handbook and privacy and confidentiality requirements.
· Model company values and contribute to a positive culture.
· Perform other related duties as required.
KEY PERFORMANCE INDICATORS (KPI) Core Metrics · Meetings Scheduled > 2/week
This job operates in a professional office environment. This position description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required of the employee. Duties, responsibilities, and activities may change at any time.
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