Note: The job is a remote job and is open to candidates in USA. TaxRise provides tax relief services and helps individuals and families facing financial uncertainty. The Remote Sales Representative conducts discovery calls with inbound leads, evaluates financial and tax information, enrolls clients in tax resolution programs, and manages the full sales process while meeting performance goals.
Responsibilities
- **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
Skills
- This remote position is available to candidates who reside in Florida and are available to work Monday through Friday from 11:00 AM to 8:00 PM Central Time
- Candidates must be available to work occasional overtime, including evenings and some weekends, based on business needs
- You must have a home office setup including a quiet workspace and a reliable high-speed internet connection
- A minimum of 1 year of proven phone sales experience in a remote or virtual environment is required
- 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
- Experience in debt settlement or other financial hardship sales environments
- Background in high-volume inbound sales with a consistent track record of performance
- Strong B2C sales experience with the ability to build trust and close effectively over the phone
Benefits
- Warm, same-day inbound calls from clients actively seeking help
- No cold calling
- Access to advanced tools and analytics that make closing efficient and data-driven
- Comprehensive onboarding, sales training, and ongoing coaching designed to help you master our process and maximize your earnings
- Clear paths for advancement
- 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
Company Overview