Tax Solutions Sales Consultant
1 week ago
REALISTIC EXPECTATIONS BEFORE APPLYING:
- This position is predominantly focused on phone-based sales, necessitating significant interaction with clients via telephone.
- A strong work ethic and determination are crucial. We offer training to prepare you for success, but your personal motivation is vital.
- Completion of training is required prior to engaging with live clients.
- Compensation consists of hourly wages plus commission. New sales representatives typically earn around $60,000 in their first year, with experienced professionals having the potential to earn much more.
ABOUT THE POSITION:The primary responsibility of the Sales Consultant is to greet clients, manage initial communications, set expectations, and assist them in navigating the process of utilizing our client portal. This role acts as the first point of contact for new clients seeking tax preparation and resolution services. Your goal is to ensure that every client receives an exceptional experience from the outset. The ideal candidate will possess excellent customer service skills, strong communication abilities, effective time management, and a preference for a vibrant, inclusive, and dynamic workplace.
KEY RESPONSIBILITIES:
- Conduct both incoming and outgoing calls to assess clients' tax-related issues.
- Clearly articulate the benefits of our tax relief offerings.
- Proactively identify new business opportunities.
- Maintain accurate client records within our CRM system.
- Collaborate effectively with team members while also being able to work independently.
- Manage time efficiently to meet or exceed monthly sales goals.
- Contribute positively to the overall success and growth of the team.
QUALIFICATIONS:
- Prior experience in Tax Sales is REQUIRED.
- Highly driven individuals with a positive attitude and strong interpersonal skills.
- Excellent written, verbal, and listening communication skills.
- Outstanding telephone manners.
- Proficient in computer usage.
- Strong time management abilities and the capacity to handle multiple tasks.
- Able to work independently with minimal supervision.
Job Type: Full-time.
Compensation: $40,000-$80,000.
Benefits:
- 401(k).
- Paid time off.
- Paid training.
- Bonus opportunities.
- Commission pay.
- Daily bonus.
- Monthly bonus.
- Performance bonus.
- Uncapped commission.
- Weekly bonus.
- 8 hour shift.
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