Sales Representative

🕒 June 29

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TaxRise

201 - 500 employees

Founded 2017

💸 Finance

💳 Fintech

👥 B2C

Finance • Fintech • B2C

TaxRise is a leading tax resolution firm that specializes in helping clients address and resolve their tax issues efficiently and transparently. The company offers a variety of services, including tax negotiation, settlement, and compliance assistance, aiming to alleviate the stress of tax debt for individuals facing challenges such as unfiled returns and IRS audits. With a commitment to client support and education, TaxRise delivers personalized tax solutions tailored to each individual's financial situation.

📋 Description

• 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

🎯 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

🏖️ 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

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