Settlement Officer

FreshTax

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

Qualifications

  • Competitive and coachable mindset with a drive to succeed.
  • Exceptional communication and active-listening skills.
  • Reliable and self-motivated individual.
  • No prior sales experience required; full training is provided.

Responsibilities

  • Engage with inbound leads seeking tax relief assistance.
  • Identify qualified leads and schedule consultations with specialists.
  • Utilize proven scripts while maintaining a consultative approach.
  • Document all interactions accurately in the CRM system.
  • Consistently meet and exceed individual and team sales goals.

Benefits

  • Comprehensive onboarding and hands-on training provided.
  • Uncapped earning potential with no commission limits.
  • Clear pathways for promotion and leadership opportunities.
  • Weekly incentives, sales contests, and recognition for top performers.
  • 401(k) retirement plan with company match.
  • Paid time off including vacation, sick days, and company holidays.
  • Paid training and wellness days offered.
  • Catered lunches every Friday and fun quarterly company outings.
Full Job Description
About the Job

About the Role:

FreshTax is expanding quickly and looking for a motivated Settlement Officer to join our dynamic, high-performing team. You'll connect with individuals who have already asked for help resolving their tax challenges-all inbound, pre-qualified leads.

Your job is to qualify prospects, gather key details, and schedule consultations with our senior specialists. This is a high-impact, consultative sales role with full training and unlimited income potential.

Work Environment:

This is a 100% on-site position at our headquarters in Santa Ana, CA. We believe in the energy of in-person collaboration to drive results.

Compensation:

  • Base Pay: $17.00 per hour (full-time, 40 hours/week).
  • Commission: Top performers earn $8,000-$15,000 per month.
  • Annual Potential: $75,000 - $200,000+.


What You'll Do:

  • Engage with inbound leads seeking tax relief assistance.
  • Identify qualified opportunities and schedule consultations.
  • Use proven scripts while maintaining a professional, consultative approach.
  • Document all interactions accurately in the CRM.
  • Consistently meet and exceed individual and team goals.


What You Need to Have:

  • Competitive, coachable mindset and drive to succeed.
  • Strong communication and active-listening skills.
  • Reliability and self-motivation.
  • No prior sales experience required-we provide full training.


What We Offer:

  • Comprehensive onboarding and hands-on training.
  • Uncapped earning potential with no commission caps.
  • Clear promotion and leadership tracks.
  • Weekly incentives, sales contests, and recognition for top performers.


Perks:

  • 401(k) retirement plan with company match.
  • Paid time off (vacation, sick days, company holidays).
  • Paid training and wellness days.
  • Catered lunches every Friday.
  • Fun quarterly company outings and celebrations.


Ready to Build Your Career?

Apply today and start a rewarding journey where hard work truly pays off.

Similar Jobs

More Jobs at FreshTax

  • Settlement Officer
    $75K — $200K *
    Santa Ana, CA 92704 (Orange County)
    Finance & Insurance
    In-Person

More Finance & Insurance Jobs

Find similar Settlement Officer jobs: