Appointment Setter for Tax Services Outreach

Simple Tax Solutions; Irvine (CA); On-site; USD 25,000 - 33,000; Full time

Job summary

Simple Tax Solutions in Irvine, CA is seeking a full-time Sales Opener. The role focuses on initiating contact with prospective clients, qualifying leads, and setting appointments for the sales and tax advisory teams.

You will make outbound calls, respond to inquiries, and capture key client information to support the sales process. You will maintain CRM records, follow up with leads, and collaborate to hand off to closers or tax professionals.

Qualifications

• Clear speaking and active listening; ability to build rapport quickly.
• Sales-focused with interest in lead generation and appointment setting.
• Customer service excellence in addressing questions and concerns.
• Experience with CRM and call tracking tools.
• On-site work in Irvine, CA; full-time schedule.
• Strong organizational skills and attention to detail.
• Integrity and reliability; sales or financial services background a plus.
• Willingness to learn about tax services and compliance; HS diploma required.

Responsibilities

• Make outbound calls to prospective clients and respond to inbound inquiries.
• Qualify leads and schedule appointments for sales and tax advisory teams.
• Introduce Simple Tax Solutions services and gather key client information.
• Maintain accurate CRM records and manage follow-up tasks.
• Collaborate with team to ensure smooth handoff to closer-level sales reps or tax pros.
• Meet daily and weekly outreach goals while delivering excellent customer service.

Skills

Communication skills

Sales mindset

Customer service

CRM experience

On-site Irvine

Organizational skills

Integrity

Willingness to learn

Education

High school diploma

Additional education a plus

Tools

CRM software

Email

Call tracking

Job description

Simple Tax Solutions in Irvine, CA is seeking a full-time Sales Opener. The role focuses on initiating contact with prospective clients, qualifying leads, and setting appointments for the sales and tax advisory teams.

You will make outbound calls, respond to inquiries, and capture key client information to support the sales process. You will maintain CRM records, follow up with leads, and collaborate to hand off to closers or tax professionals.