Sales / Intake Specialist
Sales / Intake Specialist
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Salary Not Disclosed
1 Vacancy
Job Description
About Us
Community Tax is one of the nations leading Tax Resolution Firms helping individuals and businesses find relief from overwhelming IRS and state tax burdens. Our mission is simple: protect our clients restore peace of mind and deliver life-changing results. With years of experience a proven two-phase process and a dedicated team of tax professionals we stand at the forefront of an industry thats growing rapidly.
The Role: Sales / Intake Specialist
The Sales / Intake Specialist is the first voice and trusted guide for prospective clients seeking help. Youll conduct in-depth consultations to understand their tax challenges explain how our two-phase process works and set them on the path toward resolution. This role blends consultative sales financial discovery and client advocacy perfect for someone who thrives on building trust uncovering needs and closing meaningful business.
What Youll Do
- Connect & Consult: Engage inbound leads and referrals (NO COLD CALLING) listening to their tax challenges with empathy and professionalism.
- Educate & Guide: Clearly explain our two-phase process and how our team can help resolve IRS and state tax issues.
- Qualify & Assess: Gather critical financial and personal details to determine program eligibility and next steps.
- Close with Confidence: Enroll clients into Phase One setting realistic expectations and securing their commitment.
- Build Trust Early: Establish rapport so clients feel confident transitioning to our Resolution Team for Phase Two.
- Collaborate Across Teams: Work hand-in-hand with tax professionals case advocates and leadership to ensure a smooth client handoff.
- There is NO COLD CALLING
What Were Looking For
- Demonstrated competencies in inside sales preferably in a financial services or consultative closing roles (debt relief financial services legal services mortgage membership services etc.).
- Strong ability to listen empathize and translate complex financial matters into clear solutions.
- Confidence in conducting detailed financial intake conversations.
- Excellent communication and persuasion skills with a client-first mindset.
- Driven self-motivated and resilient in a competitive sales environment.
- Familiarity with CRM systems and structured sales processes.
Why Join Us
- High-Quality Leads: No cold calling we invest heavily in marketing so you speak with people actively seeking help.
- Industry-Leading Process: Our proven two-phase model makes your job easier and your close rates higher.
- Industry-Leading Training Youll have the training mentorship and guidance you need to ensure your success
- Earning Potential: Competitive BASE PAY plus uncapped commissions
- Career Growth: Opportunities to advance into leadership Phase Two resolution sales or channel marketing business development roles
- Mission-Driven Work: Every client you enroll gets real protection relief and a path to financial peace of mind.
Ready to Make an Impact
If youre passionate about helping people while earning what youre worth this is your chance to join an industry leader and change lives starting with your own.
Apply today and step into a career where every close truly counts.
Required Experience:
Unclear Seniority
Employment Type
Full Time
