Inside Sales Representative (Tax Resolution / Finance)

Job Description

Job Description

Title: Inside Sales Representative (Tax Resolution / Finance)

Location: Encino, CA (on-site position)

Status: Full Time position (40 hours/week)

Pay Range: $37,000 - $150,000/yr USD w2 + Employee Benefits (Please note: Starting base pay amount is based on the extent of position-relevant experience)

***PLEASE NOTE: ***

PREVIOUS TAX RESOLUTION EXPERIENCE IS STRONGLY PREFERRED FOR THIS SPECIFIC POSITION.

About Tax Relief Helpers:

Tax Relief Helpers brings over 75 years of combined experience servicing our clients through a team of expert tax attorneys, CPAs, and enrolled agents. We've helped countless individuals and businesses resolve tax debt issues, saving them millions of dollars in back taxes. Our team takes the reins, shielding you from the IRS's intimidating letters, threats of liens, and wage garnishment. We'll work tirelessly to stop these harassments, explore tax forgiveness programs, and ensure your back taxes are filed accurately.

COME JOIN THE #1 TAX RELIEF COMPANY, TAX RELIEF HELPERS! WE ARE SEEKING DRIVEN INSIDE SALES REPRESENTATIVES WITH UNCAPPED EARNING POTENTIAL FOR A LIFE CHANGING OPPORTUNITY! NEVER COLD CALL AGAIN! ALL LEADS ARE VERIFIED PROSPECTIVE CLIENTS.

Summary of Employee Benefits:

• Competitive compensation with opportunities for professional growth.
• Comprehensive benefits package, including medical, dental, vision, and several other supplementary benefits.
• Opportunities for advancement within the company for high-performing individuals.
• 401(k) retirement plan.
• Paid time off, sick leave, and access to an Employee Assistance Program (EAP).
• Access to an exclusive employee discount marketplace.
• Subsidized gym memberships.

Position Summary:

As the most sought after and respected tax relief firm in the country, we have the best resolution team in the nation. As a key member of our team, you will be the first voice of reassurance and guidance for potential clients. Actively listening with empathy, uncovering their tax-related challenges, and empowering them with the support, clarity, and protection they need to regain control of their financial future.

The Inside Sales Representative is pivotal in helping clients regain financial stability through effective communication and tailored solutions. This position requires exceptional communication skills, strong attention to detail, and the ability to thrive in a fast-paced, collaborative professional environment.

Highlights:

• Income potential is truly unlimited, with successful employees in this role currently averaging commissions of more than $150,000 + a year!
• No license or tax experience required. We believe in transparency and equality, and every team member will have the same opportunity to earn.
• If you have a passion for customer service and enjoy working with clients over the phone, this is the opportunity for you.

Responsibilities:

• Consistently strive to meet and exceed mutually established Key Performance Indicators (KPIs) and other metrics that drive individual and team success.
• Communicate with prospective clients regarding their tax problems via phone calls, text, or email.
• Evaluate prospective clients’ tax issues and needs by effectively qualifying for services and asking target questions to identify the source(s) of their tax liability.
• Clearly articulate the benefits of our services, tailoring solutions for clients’ unique needs while assisting them in achieving financial relief.
• Strategize with sales managers to meet and/or exceed predetermined goals and expectations while upholding the highest levels of professionalism and integrity.
• Collaborate with fellow team members to share effective strategies and insights, contributing to overall sales performance.
• Maintain accurate and complete documentation of all client interactions, adhering to regulatory and compliance standards.
• Validate prospective client qualifying information to confirm alignment with established minimum qualification criteria.
• Professionally maintain accurate records in internal systems and databases
• Evaluate client needs to effectively qualify for services, directing them to the appropriate services or departments afterward.
• Strategically collaborate with sales managers and fellow team members to meet and/or exceed predetermined goals and expectations.
• Provide general administrative support such as filing, copying, and data entry

Required Qualifications:

• Education: High school diploma or equivalent required; Associate’s or Bachelor’s degree in a Business Management, Finance, or related field preferred
• Experience: Professional sales experience, showcasing a track record of meeting or exceeding targets is required; Phone Sales experience strongly preferred.
• Technical Skills: Hands-on experience with computer systems and software applications (e.g., Microsoft Office Suite, CRM or similar systems)
• Document Management: Ability to effectively maintain confidentiality in handling sensitive and personal information is required.
• Professional Demeanor: Bringing a positive, proactive, and collaborative professional attitude to work on a daily basis.
• Customer Service: A customer-centric mindset and a genuine passion for delivering exceptional service to clients.
• Training & Development: Being excited to learn! Being a teachable member of the team means being open to receiving training, applying constructive criticism from management, pushing to exceed personal and professional expectations, and potentially mentoring and training junior colleagues on best practices.
• Communication Skills: Excellent oral and written communication and top-tier interpersonal skills.
• Results Driven: Motivated and driven sales professionals committed to achieving success for themselves, their team, and the organization.
• Detail Oriented: Excellent attention to detail and organizational abilities. Ability to multitask and handle high-stress or emotionally sensitive situations

Preferred Qualifications:

• Prior experience in an intake, customer service, administrative, call center, or case management role is highly desirable.
• Previous Customer Relationship Management (CRM) software experience is strongly desired
• Proficiency in Microsoft Word, Excel, Ringcentral, and similar systems, software applications and computer programs is desired.
• Ability to succinctly convey complex information clearly and effectively.
• Strong, verifiable professional track record of detail and accuracy, ensuring all client information is recorded and handled correctly the first time.
• Ability to adapt and thrive in a fast-paced, dynamic work environment, effectively managing multiple tasks and priorities.

Come join us!:

If you're driven, hardworking, and eagerly looking for an opportunity to make a significant impact in people's lives while advancing your career in sales, Tax Relief Helpers is your platform to shine. We're committed to our mission of providing relief and peace of mind. We are seeking like minded individuals to join our team. Apply today!

Tax Relief Helpers brings over 75 years of combined experience servicing our clients through a team of expert tax attorneys, CPAs, and enrolled agents. We've helped countless individuals and businesses resolve tax debt issues, saving them millions of dollars in back taxes. Our team takes the reins, shielding you from the IRS's intimidating letters, threats of liens, and wage garnishment. We'll work tirelessly to stop these harassments, explore tax forgiveness programs, and ensure your back taxes are filed accurately.

Company Description

Tax Relief Helpers brings over 75 years of combined experience servicing our clients through a team of expert tax attorneys, CPAs, and enrolled agents. We've helped countless individuals and businesses resolve tax debt issues, saving them millions of dollars in back taxes. Our team takes the reins, shielding you from the IRS's intimidating letters, threats of liens, and wage garnishment. We'll work tirelessly to stop these harassments, explore tax forgiveness programs, and ensure your back taxes are filed accurately.