Sales Representative

This is a fully remote position, open to applicants in Texas.

📋 Description

• Engage in comprehensive discovery calls with incoming leads to assess their tax challenges, financial circumstances, and objectives.

• Analyze documents and system data provided by clients (such as transcripts, wage records, and previous tax returns) to propose tailored resolution programs.

• Manage the entire sales process from initial consultation to enrollment, ensuring a seamless and professional client journey.

• Establish trust by actively listening to clients’ concerns and clearly articulating solutions, empowering them to take the next steps.

• Meticulously document client interactions and financial details to facilitate smooth communication among teams.

• Achieve or surpass sales targets through persistence, organization, and a commitment to continuous improvement.

⛳️ Requirements

• Demonstrated success in remote phone sales or telemarketing (minimum of 3 years).

• Highly driven with excellent communication and relationship-building capabilities.

• Comfortable handling a high volume of calls and follow-ups in a virtual environment.

• Self-motivated with the ability to operate independently and achieve objectives.

• Exceptional verbal and written communication skills; capable of simplifying complex ideas.

• Familiarity with customer systems (Google Suite, Salesforce preferred).

• Strong empathy and professionalism when addressing sensitive client matters.

• Effective time management skills and adaptability in a dynamic work setting.

🏝️ Benefits

• Medical, Dental, and Vision Insurance (beginning after 60 days).

• Paid Time Off.

• 401(k) retirement plan with company matching.

• Professional Development Program to foster your growth.

• Access to our on-site gym and gaming lounge.

• Catered team lunches every Friday.

• Exciting and enjoyable quarterly company outings.