Current jobs related to Enrollment Agent - Santa Maria - Pivotal Perspectives Inc

  • Enrolled Agent

    1 month ago


    Santa Ana, United States Fresh Tax Solutions Remote Work Freelance Full time $100,000 - $200,000

    Enrolled Agent or Tax Attorney About Our Company:Fresh Tax Solutions is a rapidly growing tax resolution firm We are looking for a self-motivated, hardworking, high-energy candidate to join our team and hit the ground running! If this sounds like something you are interested in.At Fresh Tax Solutions, we're looking for passionate, driven Enrolled Agents or...

  • Enrolled Agent

    1 month ago


    Santa Ana, United States Fresh Tax Solutions Remote Work Freelance Full time $50,000 - $100,000

    About Our Company:Fresh Tax Solutions is a rapidly growing tax resolution firm We are looking for a self-motivated, hardworking, high-energy candidate to join our team and hit the ground running! If this sounds like something you are interested in.At Fresh Tax Solutions, we're looking for passionate, driven Enrolled Agents or Tax attorneys to join our...

  • Tax Professional

    4 days ago


    Santa Ana, California, United States Tax Resolution Plus Full time

    Job Title: Enrolled AgentWe are seeking a highly skilled Enrolled Agent to join our team at Tax Resolution Plus. As a key member of our team, you will be responsible for representing our clients before the IRS for the Fresh Start Programs, helping them resolve their tax issues.Key Responsibilities:Tax Preparation: Prepare individual and corporate tax...


  • Santa Ana, California, United States Tax Resolution Plus Full time

    Job DescriptionWe are seeking a highly skilled Tax Resolution Specialist to join our team at Tax Resolution Plus. As an Enrolled Agent, you will play a critical role in representing our clients before the IRS for the Fresh Start Programs.Key Responsibilities:Tax Preparation: Prepare individual and corporate tax returns, including Form 1040, 1120, 1065, and...


  • Santa Rosa, United States ThinkTank LLC Full time

    Job DescriptionJob DescriptionOverview: BroadBolt is seeking dynamic and motivated sales team leaders and agencies to join our team as BroadBolt Distributors/Agencies. BroadBolt is seeking a distributor/agency with access to sales teams. As a BroadBolt Distributor/Agency - Sales Team Manager, you will lead your team of Broadband Agents dedicated to promoting...


  • Santa Fe, United States ThinkTank LLC Full time

    Job DescriptionJob DescriptionOverview: BroadBolt is seeking dynamic and motivated sales team leaders and agencies to join our team as BroadBolt Distributors/Agencies. BroadBolt is seeking a distributor/agency with access to sales teams. As a BroadBolt Distributor/Agency - Sales Team Manager, you will lead your team of Broadband Agents dedicated to promoting...


  • Santa Ana, United States ALLIANCE TAX ADVOCATE INC Full time

    Job DescriptionJob DescriptionJob Description:Help our clients navigate the process of accurately assessing their financials and their relationship with the IRS. Communicating over the phone and tracking confidential client information to help them resolve their tax discrepancies. Receives Base Pay + Commission.About us:Alliance Tax Advocate takes pride in...


  • Santa Monica, United States ThinkTank LLC Full time

    Job DescriptionJob DescriptionOverview: WendWell Health is seeking dynamic and motivated sales team leaders and agencies to join our team as WendWell Health Distributors/Agencies. As a WendWell Health Distributor/Agency - Sales Team Manager, you will lead your team of agents dedicated to promoting and enrolling eligible customers into Affordable Care Act...


  • Santa Clarita, United States ThinkTank LLC Full time

    Job DescriptionJob DescriptionOverview: WendWell Health is seeking dynamic and motivated sales team leaders and agencies to join our team as WendWell Health Distributors/Agencies. As a WendWell Health Distributor/Agency - Sales Team Manager, you will lead your team of agents dedicated to promoting and enrolling eligible customers into Affordable Care Act...


  • Santa Clara, United States ThinkTank LLC Full time

    Job DescriptionJob DescriptionOverview: WendWell Health is seeking dynamic and motivated sales team leaders and agencies to join our team as WendWell Health Distributors/Agencies. As a WendWell Health Distributor/Agency - Sales Team Manager, you will lead your team of agents dedicated to promoting and enrolling eligible customers into Affordable Care Act...


  • Santa Ana, California, United States American Senior Benefits Full time

    About American Senior BenefitsWe are a leading hybrid sales organization offering a unique opportunity in insurance sales. With over 220 top carriers represented, we provide a stable and secure environment for professionals to excel in their careers.Job SummaryWe are seeking a highly motivated and driven Insurance Sales Representative to join our team. As a...


  • Santa Ana, California, United States Fresh Tax Solutions Full time

    About Our Company: Fresh Tax Solutions is a rapidly growing tax resolution firm. We are a dynamic and innovative company dedicated to providing top-notch tax services to our clients.Job Summary: We are seeking a highly motivated and experienced Tax Resolution Specialist to join our team. As a Tax Resolution Specialist, you will be responsible for resolving...


  • Santa Ana, United States Essential Business Hiring Full time

    Our company is seeking a Sales Representative to join our fast-paced, high-energy, growing company. We are proud of our tradition of success in the telecom industry. Come join our team of hard-working, talented professionals! JOB SUMMARY: Perform sales functions for existing customers as well as prospects. The agent may need to review the benefits of a...


  • Santa Ana, California, United States Fresh Tax Solutions Full time

    About Our Company:Fresh Tax Solutions is a rapidly growing tax resolution firm. We're seeking a highly motivated and experienced Enrolled Agent or Tax Attorney to join our team.Our company prides itself on providing top-notch service and prioritizing empathy, honesty, and client satisfaction. We thrive on a Work Hard Play Hard mentality and strive to provide...


  • Santa Ana, California, United States Fresh Tax Solutions Full time

    About Our CompanyFresh Tax Solutions is a rapidly growing tax resolution firm that prioritizes empathy, honesty, and top-notch service. We're dedicated to changing our clients' lives by providing the highest level of customer service and helping them get the tax relief they need.Job SummaryWe're seeking a passionate and driven Enrolled Agent or Tax Attorney...


  • Santa Ana, California, United States ALLIANCE TAX ADVOCATE INC Full time

    Job OverviewPosition Summary:Assist clients in effectively navigating their financial assessments and interactions with tax authorities. This role involves communicating via phone and meticulously managing sensitive client data to aid in resolving tax-related discrepancies. Compensation includes a base salary plus commission.About Alliance Tax Advocate:At...


  • Santa Clara, California, United States KPMG Full time

    Senior Manager, Mergers and Acquisitions TaxAt KPMG, we are seeking a highly skilled Senior Manager to join our Mergers and Acquisitions Tax practice. As a key member of our team, you will be responsible for advising clients on a full spectrum of corporate tax services, including planning, research, and other mergers and acquisitions activities.Key...


  • Santa Clara, California, United States KPMG Full time

    Senior Manager, Mergers and Acquisitions TaxAt KPMG, we are seeking a highly skilled Senior Manager to join our Mergers and Acquisitions Tax practice. As a key member of our team, you will be responsible for advising clients on a full spectrum of corporate tax services, including planning, research, and other mergers and acquisitions activities.Key...

  • Tax Advisor

    2 days ago


    Santa Monica, California, United States H&R Block Full time

    About the RoleWe are seeking a highly skilled Tax Advisor to join our team at H&R Block. As a Tax Advisor, you will be responsible for providing tax preparation, tax audit support, and tax planning services to our clients year-round.Key ResponsibilitiesBuild and maintain strong relationships with clients to understand their tax needs and provide personalized...


  • Santa Fe, New Mexico, United States Intuit Full time

    About the RoleIntuit is seeking experienced Tax Experts to join our team for the upcoming tax season. If you have an active Preparer Tax Identification Number (PTIN) and unrestricted credential (Certified Public Accountant (CPA), Enrolled Agent (EA), or Practicing Attorney), we would love to connect with you.What You'll BringA minimum of 2 years of paid...

Enrollment Agent

3 months ago


Santa Maria, United States Pivotal Perspectives Inc Full time

We are looking for motivated individuals with strong communication skills and a passion for helping others to join our team as an Enrollment Agent immediately In the Enrollment Agent position, you will have the opportunity to provide new and existing customers with the opportunity to enroll in our clients available services. This is an excellent entry point for individuals seeking to develop their skills in both customer and client relations, and gain valuable experience in a dynamic and supportive environment.. If you are eager to learn, have a keen attention to detail, and enjoy interacting with customers, this could be the perfect opportunity for you to kick-start your career in the field.

**Enrollment Agent Job Duties**:

- Engage with prospective customers and personalize your approach to build trust and rapport during the enrollment process
- Clearly explain the benefits and features of our clients services and answer any questions or concerns
- Collect and verify customer information and ensure all compliance standards are met during the enrollment process
- Identify opportunities to enhance the enrollment process and upsell when appropriate
- Stay up to date on industry trends and pertinent client information
- Collaborate with fellow enrollment representatives on ways to improve the process for future enrollments

**Enrollment Agent Preferred Skills & Experience**:

- A minimum of 1 year working in a client or customer facing role is highly preferred
- The ability to maintain a calm and confident demeanor while interacting with customers
- The ability to think on your feet to answer customer questions or concerns to increase enrollment rates
- Experience in a leadership role preferred, however training is provided for those looking to gain experience
- A goal oriented mindset and determination to complete a task or project
- High school diploma or equivalent required
- Strong interpersonal skills and the ability to connect with others

Pay: $700.00 - $1,400.00 per week

**Benefits**:

- Professional development assistance

Compensation package:

- Bonus opportunities
- Commission only
- Commission pay
- Performance bonus
- Uncapped commission
- Weekly bonus

Schedule:

- Day shift
- Monday to Friday
- Weekends as needed

Ability to Relocate:

- Santa Maria, CA: Relocate before starting work (required)

Work Location: In person