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Sales Representative - renewals and upsell (Dallas, TX)

Summit Kestrel Financial Group · Dallas, TX · full time

Summit Kestrel Financial Group is a financial-services company in Dallas. We are hiring a Sales Representative to take on renewals and upsell. Teams collaborate across risk, service and technology. What you will do • Explain our services around regulatory reports clearly and honestly. • Work with operations so promises made in the sale can be kept. • Find and contact prospects and set up meetings. • Prepare quotes and follow up until the customer decides. • Keep the CRM accurate and report on the pipeline weekly. What we are looking for • Two or more years in business-to-business or consultative sales. • Honest, persistent and good at listening. • Comfort travelling locally to meet customers. 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 Dallas. • We will tell you what to expect at each step of the hiring process.

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