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TaxRise

Personalized tax relief solutions for individuals.

Sales Representative

Account ExecutiveConfirmed live in the last 24 hours
Full-timeTexas, USA

About the Job

Requirements

  • At least 3 years of proven remote phone sales or telemarketing experience.
  • Strong communication and relationship-building skills are required.
  • The ability to manage high call volumes and follow-ups in a virtual setting is required.
  • Self-discipline and the ability to work independently and meet goals are required.
  • Excellent verbal and written communication, including the ability to simplify complex concepts, is required.
  • Proficiency with customer systems is required; Google Suite and Salesforce are preferred.
  • Empathy and professionalism when handling sensitive client issues are required.
  • Effective time management and adaptability in a fast-paced environment are required.
  • Candidates must reside in Texas and be available to work Monday through Friday from 8:00 AM to 5:00 PM Central Time, with occasional overtime in evenings or weekends as needed.
  • Candidates must have a quiet home office workspace and reliable high-speed internet.

Responsibilities

  • Conduct 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.
  • Manage 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.
  • Accurately record client interactions and financial information in the customer relationship management system to support communication across teams.
  • Meet or exceed sales goals through persistence, organization, and continuous improvement.
  • Independently manage the sales pipeline and spend an average of 6–7 hours daily speaking with clients by phone.

Desired Qualifications

  • Experience in debt settlement or other financial hardship sales environments.
  • Experience in high-volume inbound sales with a consistent performance record.
  • Strong business-to-consumer sales experience, including building trust and closing sales over the phone.

About the Company

TaxRise

Personalized tax relief solutions for individuals.

TaxRise helps individuals and families resolve tax problems and achieve financial freedom. It provides personalized tax relief services, guiding clients through options to reduce or settle tax debt and resolve disputes with tax authorities. The company works by tailoring solutions to each client, using a combination of expert guidance and technology to streamline case management, communication, and progress tracking, with a focus on a consistent, high-quality client experience. TaxRise differentiates itself through a strong client-first philosophy (Every client. Every time), a track record of thousands of success stories, collaborative culture, and a devotion to leveraging new tools to improve results and service. The goal is to transform lives by lifting people out of tax trouble and helping them regain financial stability and peace of mind.

Company size
Not listed
Company stage
Not listed
Total funding
Not listed
Headquarters
Irvine, CA
Founded
2017

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