Sales Representative

TaxRise

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

Posted 10/2/2026full-timeRemote • Texas • United StatesMid-LevelSenior💰 $12 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 with clients. Proficient in utilizing CRM systems and customer management tools to document interactions and drive sales success.

Highest-signal resume keywords

Remote Phone Sales ExperienceCRM ProficiencyB2C Sales ExpertiseStrong Communication SkillsTime Management

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

Sales Process ManagementTax Resolution ProgramsDocument ReviewFinancial AnalysisLead Qualification

Soft Skills

Relationship BuildingEmpathySelf-DisciplineAdaptabilityProfessionalism

Tools & Technologies

Google SuiteSalesforceCRM Systems

Industry Keywords

Debt SettlementFinancial Hardship SalesInbound SalesHigh-Volume Sales

About the role

Key responsibilities & impact

Conduct thorough discovery calls with inbound leads to understand tax issues, financial situations, 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 through enrollment
Build trust by listening to clients’ concerns and clearly explaining solutions
Accurately document client interactions and financial information in CRM systems
Meet or exceed sales goals through persistence, organization, and continuous improvement
Work with warm, same-day inbound leads; no cold calling

Requirements

What you’ll need

Candidates must reside in Texas
Available to work Monday through Friday from 10:00 AM to 7:00 PM Central 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, 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

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
Unlimited earnings potential with uncapped commission
Comprehensive onboarding, sales training, and ongoing coaching
Clear paths for advancement