Sales Representative - renewals and upsell (San Antonio, TX)
Summit Beacon Financial Group · San Antonio, TX · part time
Summit Beacon 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.
You would work closely with colleagues in operations, support and management.
What you will do
• Prepare quotes and follow up until the customer decides.
• Work with operations so promises made in the sale can be kept.
• Explain our services around customer onboarding clearly and honestly.
• Find and contact prospects and set up meetings.
• Keep the CRM accurate and report on the pipeline weekly.
What we are looking for
• Honest, persistent and good at listening.
• Two or more years in business-to-business or consultative sales.
• Comfort travelling locally to meet customers.
Nice to have
• Experience selling customer onboarding.
• An existing network in the region.
Working arrangement
• Part-time, about 28 hours a week, mornings.
• On site in San Antonio.
• We reply to every applicant.
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