Client Onboarding Specialist

$39,520 - $41,600/Yr

Fresh Tax Solutions - Santa Ana, CA

Full-time - Entry Level

Santa Ana, CA

Administrative and Support Services

About the position

The Client Onboarding Specialist at Fresh Tax Solutions is a full-time sales role focused on assisting clients with their tax challenges through effective phone communication. This position is designed for motivated individuals who thrive in a fast-paced environment and are eager to earn a competitive income through a combination of hourly pay and commission. The role includes comprehensive training to ensure success in handling inbound and outbound calls, presenting tax relief services, and contributing to the company's growth.

Responsibilities

• Handle inbound and outbound calls addressing clients' tax challenges.
• Present the benefits of tax relief services persuasively.
• Identify and cultivate new business opportunities.
• Maintain accurate records using the CRM system.
• Collaborate with colleagues while demonstrating the ability to work independently.
• Manage time effectively to meet or exceed monthly sales targets.
• Contribute to the growth and success of the team.

Requirements

• No prior experience needed, but a strong work ethic is essential.
• Proficient computer skills.
• Exceptional phone etiquette and communication skills.
• Effective time management and multitasking abilities.
• Ability to work independently with minimal oversight.

Nice-to-haves

• Sales experience (not required but preferred).
• Experience in customer service roles.

Benefits

• Paid training with no prior tax relief experience required.
• Opportunities for career advancement, including management positions.
• Dynamic work environment with skyline views and an open desk layout.
• Daily, weekly, and monthly bonus opportunities.
• Uncapped commission potential.