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About the role
Key responsibilities & impact- 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
What you’ll need- 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
Comp & perks- 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
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
remote phone salestelemarketingcustomer systems
Soft Skills
communicationrelationship-buildingself-disciplineempathyprofessionalismtime managementadaptability
