Client Intake Specialist (Inbound Sales)

FreshTax

$75K — $200K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Positive attitude and strong work ethic
  • Excellent communication skills
  • Comfortable talking on the phone
  • Coachable and eager to learn
  • Organized and detail-oriented
  • Sales experience is a plus, but not required

Responsibilities

  • Answer inbound calls from clients seeking tax relief
  • Ask questions to understand each client's situation
  • Qualify clients and schedule follow-up steps
  • Build trust and deliver a great customer experience
  • Update client information in the CRM
  • Meet personal and team performance goals

Benefits

  • Paid training
  • Uncapped commissions
  • Clear path for career advancement
  • Weekly contests and recognition
  • Supportive team environment
  • 401(k) with company match
  • Paid holidays, PTO, and sick time
  • Catered lunch every Friday
  • Quarterly company events and celebrations
Full Job Description
About the Job

Every person you speak with has already contacted us asking for help with their IRS tax debt. Your job is to understand their situation, qualify them, and connect them with the right Resolution Specialist.

No cold calling. Paid training provided. Real opportunity to earn six figures.

Pay:

  • $17/hour base pay.
  • Uncapped commission.
  • Top performers earn $8,000-$15,000+ per month.
  • Annual earning potential: $75,000-$200,000+.


What You'll Do:

  • Answer inbound calls from people seeking tax relief.
  • Ask questions to understand each client's situation.
  • Qualify clients and schedule the next step.
  • Build trust and provide a great customer experience.
  • Update client information in our CRM.
  • Hit personal and team performance goals.


What We're Looking For:

  • Positive attitude and strong work ethic.
  • Great communication skills.
  • Comfortable talking on the phone.
  • Coachable and eager to learn.
  • Organized and detail-oriented.
  • Sales experience is a plus, but not required.


What We Offer:

  • Paid training.
  • Uncapped commissions.
  • Clear career advancement.
  • Weekly contests and recognition.
  • Supportive team environment.
  • 401(k) with company match.
  • Paid holidays, PTO, and sick time.
  • Catered lunch every Friday.
  • Quarterly company events and celebrations.


Work Schedule:

  • Full-time.
  • Monday-Friday.
  • 100% in-office.
  • Santa Ana, CA.


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