Sales Consultant

OVERVIEW:

The Tax Resolution Sales Consultant is a revenue producing sales professional responsible for converting qualified leads into retained clients. This role requires a minimum of one year of tax resolution sales experience and a strong ability to close. The consultant conducts high volume consultations with individuals and business owners facing IRS or state tax issues, presents customized resolution strategies, and secures signed agreements. Success in this role is measured by sales performance, conversion rate, revenue generated, and client satisfaction.

RESPONSIBILITIES:

• Manage and respond to inbound leads and conduct structured sales consultations with prospective clients regarding federal IRS and state tax liabilities.
• Clearly articulate value, pricing, and next steps to move prospects confidently toward engagement.
• Overcome objections, address concerns, and close retainer agreements.
• Consistently meet or exceed monthly revenue and conversion goals.
• Accurately collect required financial and personal information to initiate representation.
• Maintain detailed documentation of all sales activities and client interactions in CRM systems.
• Follow up on warm prospects to maximize conversion opportunities.
• Maintain compliance with all company policies and regulatory standards.

QUALIFICATIONS:

• Minimum one year of tax resolution sales experience required.
• Proven track record of meeting or exceeding sales targets in a consultative sales environment.
• Strong closing skills and ability to confidently discuss financial commitments.
• Excellent communication and persuasion skills.
• High level of emotional intelligence and ability to build rapport quickly.
• Organized and able to manage multiple prospects in various stages of the sales cycle.
• Proficient in Microsoft Office and CRM systems.
• Self motivated, competitive, and results driven.
• Must be organized and have ability to multi-task.
• Self-motivated with the ability to work independently.