Tax Brilliance Advisors

Business Development Rep

• Engage with new leads and follow up on outstanding engagement agreements
• Conduct consultative meetings (phone, Zoom, or in-person) to uncover client needs
• Schedule and prepare client meetings for tax planning and insurance presentations
• Track client progress, ensure quarterly check-ins, and support retention
• Maintain accurate CRM notes and communication logs
• Attend networking or business events to represent the firm
• Transition into closing insurance sales directly once licensed

Sales Development Representative – SDR/BDR