TaxRise

Sales Representative

TaxRise

full-time

Posted on:

Location Type: Remote

Location: Remote • Texas • 🇺🇸 United States

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Salary

💰 $12 per hour

Job Level

Mid-LevelSenior

About the role

  • Conduct thorough discovery calls with inbound leads to understand their tax issues, financial situation, and goals
  • Review client-provided documents and system data (including transcripts, wage records, and prior tax returns) to recommend customized resolution programs
  • Own the full sales process from consultation to enrollment, ensuring a smooth and professional client experience
  • Build trust by listening to clients’ concerns and clearly explaining solutions so they feel empowered to move forward
  • Accurately record client interactions and financial information to ensure seamless communication across teams
  • Meet or exceed sales goals through persistence, organization, and continuous improvement

Requirements

  • Proven success in remote phone sales or telemarketing (minimum 3 years)
  • Highly motivated with strong communication and relationship-building skills
  • Comfortable managing high call volumes and follow-ups in a virtual setting
  • Self-disciplined with the ability to work independently and meet goals
  • Excellent verbal and written communication; able to simplify complex concepts
  • Proficiency with customer systems (Google Suite, Salesforce preferred)
  • Strong empathy and professionalism when handling sensitive client issues
  • Effective time management and adaptability in a fast-paced environment
Benefits
  • Medical, Dental, and Vision Insurance (starting after 60 days)
  • Paid Time Off
  • 401(k) retirement plan with company match
  • Professional Development Program to support your growth
  • Access to our on-site gym and gaming lounge
  • Catered team lunches every Friday
  • Fun and energizing quarterly company outings

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
remote phone salestelemarketingcustomer systems
Soft skills
communicationrelationship-buildingself-disciplineempathyprofessionalismtime managementadaptability