Settlement Officer
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
Why Join FreshTax
At FreshTax, your ambition drives your success. We reward effort, celebrate achievements, and provide genuine career growth opportunities. If you’re ready to join a team that values your performance and invests in your future, FreshTax is the place for you.
Our Commitment
FreshTax is proud to be an equal opportunity employer, fostering a diverse and inclusive environment. We welcome applicants of all backgrounds and provide reasonable accommodations during the hiring process.