Summer Student - Lead Generation & Agency Assistant (Part-Time)

Rachel Mah Poy Insurance & Financial Services -Desjardins Insurance Agent

Summer Student: Lead Generation & Agency Assistant

Location: 320-340 Midpark Way SE Calgary Alberta T2X1P1

Opportunity: Part Time – 15-25 hours per week

About Us: We are a growing, client-focused insurance agency dedicated to helping individuals and small business owners protect what matters most. We pride ourselves on building strong relationships in our community and creating a supportive, energetic team environment.

Position Overview:

We are hiring two motivated and outgoing summer students to support our agency through a combination of lead generation, community engagement, and administrative assistance.

This is a hands-on role ideal for students interested in business, sales, marketing, or entrepreneurship who want real-world experience and the opportunity to build confidence in communication and client interaction.

Key Responsibilities:

Lead Generation & Outreach (Primary Focus):

• Conduct outbound calls to prospective clients using provided scripts and lead lists
• Participate in door-to-door outreach in local neighborhoods and business communities
• Engage with community members at events to introduce our services
• Identify and qualify potential leads and book appointments for licensed advisors
• Track outreach activity and results consistently

Agency & Administrative Support:

• Assist with office organization, supplies management, and light administrative tasks
• Coordinate and complete office errands (pick-ups, drop-offs, event materials, etc.)
• Support client experience through preparation of documents and materials

Marketing & Community Presence:

• Assist with summer community events and local marketing initiatives
• Support social media content ideas and basic execution
• Help maintain a strong and positive brand presence in the community

Outbound Lead Generation Expectations (Clear Performance Metrics):

• Complete 40–60 outbound calls per shift (depending on shift length)
• Participate in 1–2 door-knocking sessions per week (team-based for support and safety)
• Generate a minimum of 5–10 qualified leads per week
• Book 2–5 appointments per week for licensed advisors
• Accurately track all outreach activity in our system

Success in this role is driven by consistency, effort, and a positive attitude-not just results.

What We’re Looking For:

• Strong communication skills and a friendly, confident demeanor
• Comfortable initiating conversations with new people (phone and in person)
• Highly organized and dependable
• Positive attitude with a willingness to learn
• Interest in business, sales, marketing, or entrepreneurship
• Ability to work both independently and as part of a team

What You’ll Gain:

• Real-world experience in sales, marketing, and business operations
• Hands-on mentorship in client communication and relationship building
• Confidence in professional and interpersonal skills
• Opportunity to build your resume with measurable achievements
• A fun, supportive, and energetic team environment

Position Details:

• Part-time (15–25 hours per week)
• Seasonal (May–August, flexible based on availability -a successful candidate may be eligible for contract extension)
• Hourly pay ($20/hour) + potential performance-based incentives/bonuses