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TaxRise · 2 weeks ago

Inbound Sales Representative

Irvine, CA

Full-time

Onsite

New Grad, Entry Level

$12K/yr - $240K/yr

TaxRise is dedicated to providing hope and solutions to individuals facing financial uncertainty through innovative tax relief services. As an Inbound Sales Representative, you will engage with warm inbound leads, conduct discovery calls, and help clients resolve their tax issues while managing the sales process efficiently.

ConsultingFinancial ServicesLegalProfessional ServicesTax ConsultingTax Preparation

Growth Opportunities

Responsibilities

Engage with warm, inbound leads only —no cold calls. Conduct thorough discovery calls to understand how clients’ tax issues began, identify their financial circumstances, and uncover their goals. Use active listening to gather critical details about their situation

Review a combination of client-provided documents and system-generated data, including account transcripts, wage and income records, prior tax returns, and proprietary financial analyses, to recommend tailored resolution programs that meet their needs

Take ownership of the sales process from start to finish, including responding to inbound inquiries and successfully enrolling clients into our services. Ensure each step of the process is timely and efficient

Act as a trusted advocate for clients by addressing their concerns, providing clear answers to their questions. Explain our tax relief services and potential resolutions in a way that's easy for clients to understand. Break down each step of the process, ensuring clients feel empowered and confident in moving forward

Maintain meticulous records by inputting all client interactions, financial information, and case updates into our CRM system. Ensure accurate and thorough documentation to support seamless follow-ups and team collaboration

Consistently meet or exceed individual and team sales goals by staying proactive, organized, and results-oriented. Utilize feedback and coaching to continuously refine your sales approach and enhance performance

The job includes other duties and responsibilities assigned by management