Sales Representative - inbound leads (Oakland, CA)

Summit Cobalt Financial serves customers across Oakland with accounts, loans and payments, and we need a Sales Representative to lead our inbound leads. Career paths are clear. What you will do • Work with operations so promises made in the sale can be kept. • Keep the CRM accurate and report on the pipeline weekly. • Explain our services around regulatory reports clearly and honestly. • Find and contact prospects and set up meetings. • Prepare quotes and follow up until the customer decides. What we are looking for • Comfort travelling locally to meet customers. • Honest, persistent and good at listening. • Two or more years in business-to-business or consultative sales. Nice to have • An existing network in the region. • Experience selling regulatory reports. Working arrangement • Full-time, on a regular day shift. • On site in Oakland. • We will tell you what to expect at each step of the hiring process.