Inside Sales Representative

Job Description

Job Description

Description :

Milestone Tax Solutions is growing! We’ve expanded into the Phoenix-Tempe market and continue to provide trusted tax resolution services to clients nationwide; we’re looking for experienced financial sales professionals to join our team and help us redefine what the tax resolution industry can be.

At Milestone Tax Solutions, we’re more than just a tax firm – we're a movement. Our clients choose us because we’re dedicated to transforming lives. Our culture is built on hard work, continuous training, and a commitment to creating an environment where you can grow, succeed, and make a real impact.

Job Summary

The Inside Sales Representative drives client acquisition for the tax resolution team by providing consultative solutions to resolve tax challenges. This role thrives in a fast-paced environment. Focuses on building relationships and offers the opportunity to earn uncapped commissions while making a meaningful impact for clients.

Duties and Responsibilities

• Communicate with prospective clients about their tax problems through inbound and outbound calls
• Identify prospects tax problems by asking layered discovery questions
• Qualify prospective clients for services
• Effectively manage the CRM to drive performance and ensure sales targets are consistently exceeded
• Support new clients through the onboarding process, setting clear expectations and providing initial guidance
• Other duties as assigned

Education and Experience

Compensation and Benefits

Skills and Abilities

Requirements :