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TaxRise

Sales Representative

TaxRise

. Conduct thorough discovery calls with inbound leads to understand their tax issues, financial situation, and goals .

Posted 10/2/2026full-timeRemote • Arizona • United StatesMid-LevelSenior💰 $16 per hourWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in remote phone sales, effectively managing high call volumes while building trust and rapport with clients. Proficient in utilizing customer systems and CRM tools to enhance client interactions and ensure a smooth sales process.

Highest-signal resume keywords
Remote Phone Sales ExperienceCustomer Relationship Management (CRM)Google Suite ProficiencySalesforce ProficiencyB2C Sales Experience

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Tax Resolution ProgramsDocument ReviewSales Process ManagementClient Interaction RecordingFinancial Analysis
Soft Skills
Strong Communication SkillsRelationship-BuildingSelf-DisciplineTime ManagementEmpathy
Tools & Technologies
CRM SoftwareGoogle SuiteSalesforce
Industry Keywords
Debt SettlementFinancial Hardship SalesInbound SalesSales GoalsClient Experience

About the role

Key responsibilities & impact
  • Conduct thorough 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
  • Recommend customized tax resolution programs
  • Own the full sales process from consultation to enrollment
  • Ensure 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 CRM
  • Meet or exceed sales goals through persistence, organization, and continuous improvement

Requirements

What you’ll need
  • Candidates must reside in Arizona
  • Available to work Monday through Friday from 8:00 AM to 5:00 PM Mountain Time
  • Available for occasional overtime, including evenings and some weekends
  • Home office setup with a quiet workspace and reliable high-speed internet connection
  • Minimum 3 years of proven success in remote phone sales or telemarketing
  • Strong communication and relationship-building skills
  • Comfortable managing high call volumes and follow-ups in a virtual setting
  • Self-disciplined and able to work independently and meet goals
  • Excellent verbal and written communication; able to simplify complex concepts
  • Proficiency with customer systems; Google Suite and 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 is a strong candidate qualification
  • 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

Comp & perks
  • Commission: Average monthly earnings potential of $8,000–$13,000+
  • Comprehensive onboarding, sales training, and ongoing coaching
  • 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
  • Access to on-site gym and gaming lounge
  • Catered team lunches every Friday
  • Fun and energizing quarterly company outings