Inside Sales Agent

About the role

The Senior Tax Associate for Optima Tax Relief, LLC operates from separate locations: on-site at our Santa Ana, CA location or remotely from other states, and reports directly to the Associate Director of Sales. This role responds to inquiries from prospective clients seeking financial counseling and tax resolution assistance, assisting new clients with enrollment into Optima's two-phased tax resolution program.

They work with prospective clients to identify the root of their tax problem, qualify them for Optima's services, enroll them in the appropriate program, and forward them to tax resolution staff to help achieve the best possible resolution. This role champions Optima’s culture and Core Values while delivering the best customer experience.

Responsibilities

• Communicate with prospective clients regarding their tax problems via outbound or inbound telephone calls.
• Assess prospective clients’ tax problems by asking a set of predetermined questions to identify the source(s) of their tax liability.
• Qualify prospective clients for one of Optima’s various services based on their tax liability.
• Attend on-site training during the 90-day probationary period.
• Follow company protocols to ensure the highest level of security to protect client Personal Identifiable Information (PII).
• Other duties as assigned.

Requirements

• High school diploma or equivalent education required.
• 2 years' relevant experience preferred.
• Must obtain a CTEC certification within 90 days of employment (company provides materials and training).

Skills

• Positive mindset and "get-it-done" attitude.
• Excellent organizational, time-management, written, and communication skills.
• Strong work ethic and commitment to excellence.
• Meticulous attention to detail and high sense of accountability.
• Proficient with office equipment and computer skills (Microsoft Office, Outlook).
• Strong ability to multi-task.
• Team player.
• Able to work in a fast-paced, high-energy environment.

Pay

This position offers a base pay of $16.50 per hour plus an uncapped commission plan, providing significant earning potential for motivated sales professionals. Compensation details are subject to applicable company policies and commission plan terms.

Schedule

Mandatory on-site training for up to 5 business days (unless prior management approval is provided). Additional on-site training may be required depending on business need.