TaxRise · 4 days ago
Remote Sales Representative
TaxRise is a company dedicated to providing hope and solutions to individuals facing financial uncertainty through tax relief services. As a Remote Sales Representative, you will conduct discovery calls, analyze financial information, and enroll clients into tax resolution programs, all while working from home with a steady stream of warm leads.
ConsultingFinancial ServicesLegalProfessional ServicesTax ConsultingTax Preparation
Responsibilities
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
Qualification
Required
Minimum of 3 years of proven phone sales experience in a remote or virtual environment
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
Company
TaxRise
TaxRise provides tax consulting and tax preparation services.
Funding
Current Stage
Growth StageRecent News
2025-04-14
2022-06-07
2022-06-07
Company data provided by crunchbase