Sales Opener

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

Company Description

Simple Tax Solutions is a growing tax services company focused on helping individuals and businesses navigate tax preparation and planning with clarity and confidence. The organization emphasizes straightforward processes, transparent communication, and reliable support to make tax matters easier for clients. Team members collaborate closely to deliver accurate, compliant, and timely tax solutions in a professional environment. Simple Tax Solutions values integrity, customer service, and continuous improvement, offering opportunities for development and advancement. The company is committed to creating an inclusive workplace where all employees can contribute and succeed.

Role Description

The Sales Opener is a full-time, on-site role based in Irvine, CA. This position focuses on initiating contact with prospective clients, qualifying leads, and setting appointments for the sales and tax advisory teams. Day-to-day responsibilities include making outbound calls, responding to inbound inquiries, introducing Simple Tax Solutions' services, and gathering key client information to support the sales process. The Sales Opener will maintain accurate records in CRM systems, follow up with leads, and collaborate with colleagues to ensure a smooth handoff to closer-level sales representatives or tax professionals. This role involves meeting daily and weekly outreach goals, providing excellent customer service, and representing the company in a professional and courteous manner.

Qualifications

• Strong communication and interpersonal skills, including clear speaking, active listening, and the ability to build rapport quickly.
• Sales-oriented mindset with experience or interest in lead generation, cold calling, and appointment setting.
• Customer service skills, including patience, problem-solving, and professionalism in handling questions and concerns.
• Basic computer and administrative skills, such as using CRM or contact management tools, email, and call tracking software.
• Ability to work on-site in Irvine, CA, maintain a consistent full-time schedule, and collaborate effectively with team members.
• Strong organizational skills, attention to detail, and the ability to manage multiple leads and follow-up tasks simultaneously.
• High level of integrity and reliability; prior experience in sales, call centers, or financial services is a plus but not required.
• Willingness to learn about tax services and compliance topics; high school diploma or equivalent required, additional education is a plus.