Sales Representative - renewals and upsell (remote)

We are growing our team at Summit Beacon Financial Partners and adding a Sales Representative whose main responsibility will be renewals and upsell. Trust is the product, so accuracy and clarity matter. What you will do • Keep the CRM accurate and report on the pipeline weekly. • Work with operations so promises made in the sale can be kept. • Prepare quotes and follow up until the customer decides. • Explain our services around customer onboarding clearly and honestly. • Find and contact prospects and set up meetings. What we are looking for • Comfort travelling locally to meet customers. • Two or more years in business-to-business or consultative sales. • Honest, persistent and good at listening. Nice to have • Experience selling customer onboarding. • An existing network in the region. Working arrangement • Contract for eight months, with the possibility of becoming permanent. • Fully remote, with quarterly visits in Louisville. • Applications are reviewed on a rolling basis.