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As a Remote Sales Representative at TaxRise, you’ll have what every salesperson dreams of: a steady stream of warm, qualified leads coming to you. Our industry-leading marketing generates same-day inbound calls from clients who are actively seeking solutions to their tax challenges. Your job is to be their trusted advisor—conducting discovery calls, analyzing financial and tax information, and enrolling clients into life-changing tax resolution programs. With no cold calling and a robust support system backing you up, you can focus on what you do best: closing deals and changing lives.
Job Responsibility:
Client Consultation: Conduct thorough discovery calls with inbound leads to understand their tax issues, financial situation, and goals
Program Evaluation: Review client-provided documents and system data (including transcripts, wage records, and prior tax returns) to recommend customized resolution programs
Sales Cycle Management: Own the full sales process from consultation to enrollment, ensuring a smooth and professional client experience
Empathy and Advocacy: Build trust by listening to clients’ concerns and clearly explaining solutions so they feel empowered to move forward
CRM Documentation: Accurately record client interactions and financial information to ensure seamless communication across teams
Performance-Driven Results: Meet or exceed sales goals through persistence, organization, and continuous improvement
Requirements:
Proven success in remote phone sales or telemarketing (minimum 3 years)
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
Must reside in Texas
Must have a home office setup including a quiet workspace and a reliable high-speed internet connection
Minimum of 3 years of proven phone sales experience in a remote or virtual environment
What we offer:
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
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