Inside Sales Representative

Optima Tax Relief, LLC; Santa Ana (CA); Hybrid; USD 36,000 - 60,000; Full time

Benefits offered by this job

Uncapped commission

CTEC certification training

Medical, dental, vision, and 401(k)

Job summary

Optima Tax Relief, LLC is seeking a Senior Inside Sales role based in Santa Ana, CA or remote from other states. You will engage prospective clients, assess tax issues, qualify them for services, and guide them through enrollment in our two-phased tax resolution program.

This role emphasizes customer care and adherence to Optima’s Core Values while delivering a superior client experience. The position offers a base pay of $17.00 per hour with an uncapped commission plan, and training including

Qualifications

• High school diploma or equivalent required.
• CTEC certification within 90 days of employment.
• 2 years' relevant experience preferred.

Responsibilities

• Communicate with prospective clients regarding tax problems by phone.
• Assess prospective clients’ tax problems with predefined questions.
• Qualify prospective clients for Optima’s services.
• Attend training during 90-day probation.
• Protect client PII according to company protocols.
• Other duties as assigned.

Skills

Get-it-done attitude

Time management

Written communication

Education

High school diploma or equivalent

Tools

Microsoft Office

Outlook

Job description

Position Summary

The Senior Tax Associate for Optima Tax Relief, LLC (“Optima”) operates from separate locations: on-site at our Santa Ana, CA location or remotely from other states, and reports directly to the Associate Director of Sales. This role responds to inquiries from prospective clients looking for financial counseling and tax resolution assistance. They assist new clients with enrollment into Optima's two-phased tax resolution program. This position works with prospective clients to help identify the root of their tax problem, qualifying them for Optima's various services, enrolling clients to the service(s) that will help achieve the best possible resolution, and forwarding them to our tax resolution staff. They help our clients obtain relief from their most pressing tax problems. This role must also champion Optima’s culture and Core Values and help to deliver the best customer experience.

Essential Duties & Responsibilities

• Communicate with prospective clients regarding their tax problems via outbound or inbound telephone calls.
• Assess prospective clients’ tax problems by asking a set of predetermined questions designed to identify the source(s) of their tax liability.
• Qualify prospective clients for one of Optima’s various services based on their tax liability.
• Assess prospective clients’ tax problems by asking a set of predetermined questions designed to identify the source(s) of their tax liability.
• Attend training on-site during 90-day probationary period.
• Follow company protocols to ensure the highest level of security to protect the client Personal Identifiable Information (PII).
• Other duties as assigned.

Position Summary

The Senior Tax Associate for Optima Tax Relief, LLC (“Optima”) operates from separate locations: on-site at our Santa Ana, CA location or remotely from other states, and reports directly to the Associate Director of Sales. This role responds to inquiries from prospective clients looking for financial counseling and tax resolution assistance. They assist new clients with enrollment into Optima's two-phased tax resolution program. This position works with prospective clients to help identify the root of their tax problem, qualifying them for Optima's various services, enrolling clients to the service(s) that will help achieve the best possible resolution, and forwarding them to our tax resolution staff. They help our clients obtain relief from their most pressing tax problems. This role must also champion Optima’s culture and Core Values and help to deliver the best customer experience.

Essential Duties & Responsibilities

The essential functions include, but are not limited to the following:

• Communicate with prospective clients regarding their tax problems via outbound or inbound telephone calls.
• Assess prospective clients’ tax problems by asking a set of predetermined questions designed to identify the source(s) of their tax liability.
• Qualify prospective clients for one of Optima’s various services based on their tax liability.
• Assess prospective clients’ tax problems by asking a set of predetermined questions designed to identify the source(s) of their tax liability.
• Attend training on-site during 90-day probationary period.
• Follow company protocols to ensure the highest level of security to protect the client Personal Identifiable Information (PII).
• Other duties as assigned.

Base pay is one part of our total compensation package for Inside Sales Agents. This position offers a base pay of $17.00 per hour plus an uncapped commission plan, providing significant earning potential for motivated sales professionals. Compensation details are subject to applicable company policies and commission plan terms.

In order to be provided the essential training required to be successful in this role, it is mandatory that you are present for and complete all essential/initial training onsite for up to 5 business days (unless prior management approval is provided). Please note that additional onsite training may be required depending on business need.

Qualifications

EDUCATION AND EXPERIENCE REQUIREMENTS

• High school diploma or equivalent education required.
• 2 years' relevant experience preferred.
• Must obtain a CTEC certification within 90 days of employment. The company will provide the necessary materials and training to support certification completion.

Knowledge, Skills,& Abilities

• A positive mindset and "get-it-done" attitude.
• Excellent organizational, time-management, written, and communication skills.
• Strong work ethic and commitment to excellence.
• Meticulous attention to detail and high sense of accountability.
• Proficient and comfortable with office equipment (Computer skills – Microsoft Office, Outlook).
• Strong ability to multi-task.
• Team player.
• Able to work in a fast-paced, high-energy environment.

WHY JOIN OPTIMA TAX RELIEF?

• Uncapped commission opportunity with strong earning potential for top performers.
• Company-sponsored training and development, including CTEC certification where applicable.
• Comprehensive benefits package including medical, dental, vision, and 401(k).
• Career growth opportunities within one of the nation's leading tax resolution companies.
• Award-winning workplace culture that values teamwork, innovation, and employee development.
• Supportive leadership and ongoing coaching to help you succeed in your role.
• Make an impact by helping clients resolve complex tax matters and move forward with confidence.