Hybrid Sales Specialist – Tax

Posted 7 hours ago

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About the role

  • Sales Specialist managing prospects through consultations and navigating them toward advisory calls. Driving conversations around financial readiness and service needs with consultative selling techniques.

Responsibilities

  • Conduct structured and strategic consultations to assess financial readiness and specific service needs.
  • Guide prospects through the Document Request phase, ensuring all necessary financial data is collected for accurate quoting.
  • Maintain a disciplined follow-up sequence to maximize conversion rates from consultation to quote.
  • Identify higher-level prospects requiring deep strategic analysis and transition them to the Advanced Sales Specialist (AdSS) for Advisory Calls.

Requirements

  • Bachelor’s degree in Business, Communications, Marketing, or a related field preferred.
  • Demonstrated success in consultative selling, ideally within financial or professional services.
  • Strong understanding of business financials, basic tax structures, and operational bottlenecks.

Benefits

  • Full-time W2 exempt position base + commission
  • 40-hour work week hybrid.

Job title

Sales Specialist – Tax

Job type

Experience level

Mid levelSenior

Salary

$NaN per year

Degree requirement

Bachelor's Degree

Location requirements

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