Note: The job is a remote job and is open to candidates in USA. Optima Tax Relief hires an Inside Sales Representative to respond to prospective clients seeking financial counseling and tax resolution assistance. The role assesses tax problems, qualifies clients for services, enrolls them in the appropriate program, and forwards them to tax resolution staff.
Responsibilities
- Communicate with prospective clients regarding their tax problems via outbound or inbound telephone calls
- Assess prospective clients’ tax problems by asking a set of predetermined questions designed to identify the source(s) of their tax liability
- Qualify prospective clients for one of Optima’s various services based on their tax liability
- Assess prospective clients’ tax problems by asking a set of predetermined questions designed to identify the source(s) of their tax liability
- Attend training on-site during 90-day probationary period
- Follow company protocols to ensure the highest level of security to protect the client Personal Identifiable Information (PII)
- Other duties as assigned
Skills
- High school diploma or equivalent education required
- Must obtain a CTEC certification within 90 days of employment
- A positive mindset and "get-it-done" attitude
- Excellent organizational, time-management, written, and communication skills
- Strong work ethic and commitment to excellence
- Meticulous attention to detail and high sense of accountability
- Proficient and comfortable with office equipment (Computer skills – Microsoft Office, Outlook)
- Strong ability to multi-task
- Team player
- Able to work in a fast-paced, high-energy environment
- 2 years' relevant experience preferred
Benefits
- Uncapped commission opportunity with strong earning potential for top performers.
- Company-sponsored training and development, including CTEC certification where applicable.
- Comprehensive benefits package including medical, dental, vision, and 401(k).
- Career growth opportunities within one of the nation's leading tax resolution companies.
- Award-winning workplace culture that values teamwork, innovation, and employee development.
- Supportive leadership and ongoing coaching to help you succeed in your role.
- This role operates on-site at the Santa Ana, CA location or remotely from other states.
Company Overview