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Sales Representative - renewals and upsell (remote)

Cedar Rook Financial Group · Remote · full time

Cedar Rook Financial Group is looking for a Sales Representative. The job centres on renewals and upsell for customer onboarding, and it would suit someone who likes steady, practical work. Trust is the product, so accuracy and clarity matter. 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. • Find and contact prospects and set up meetings. • Prepare quotes and follow up until the customer decides. • Explain our services around customer onboarding clearly and honestly. What we are looking for • Two or more years in business-to-business or consultative sales. • Comfort travelling locally to meet customers. • Honest, persistent and good at listening. Nice to have • Experience selling customer onboarding. • An existing network in the region. Working arrangement • Full-time, on a regular day shift. • Fully remote, with an occasional day on site in Cincinnati. • We reply to every applicant.

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