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Settlement Officer

Settlement Officer

FreshTaxSanta Ana, California, United States
4 days ago
Job type
  • Full-time
  • Quick Apply
Job description

About the Role :

FreshTax is expanding quickly and looking for a motivated Settlement Officer to join our dynamic, high-performing team. You’ll connect with individuals who have already asked for help resolving their tax challenges— all inbound, pre-qualified leads.

Your job is to qualify prospects, gather key details, and schedule consultations with our senior specialists. This is a high-impact, consultative sales role with full training and unlimited income potential .

Work Environment :

This is a 100% on-site position at our headquarters in Santa Ana, CA. We believe in the energy of in-person collaboration to drive results.

Compensation :

  • Base Pay : $17.00 per hour (full-time, 40 hours / week).
  • Commission : Top performers earn $8,000–$15,000 per month.
  • Annual Potential : $75,000 – $200,000+.

What You’ll Do :

  • Engage with inbound leads seeking tax relief assistance.
  • Identify qualified opportunities and schedule consultations.
  • Use proven scripts while maintaining a professional, consultative approach.
  • Document all interactions accurately in the CRM.
  • Consistently meet and exceed individual and team goals.

    • What You Need to Have :

  • Competitive, coachable mindset and drive to succeed.
  • Strong communication and active-listening skills.
  • Reliability and self-motivation.
  • No prior sales experience required— we provide full training.

    • What We Offer :

  • Comprehensive onboarding and hands-on training.
  • Uncapped earning potential with no commission caps.
  • Clear promotion and leadership tracks.
  • Weekly incentives, sales contests, and recognition for top performers.

    • Perks :

  • 401(k) retirement plan with company match.
  • Paid time off (vacation, sick days, company holidays).
  • Paid training and wellness days.
  • Catered lunches every Friday.
  • Fun quarterly company outings and celebrations.

    • Why Join FreshTax :

    At FreshTax, your ambition drives your success . We reward effort, celebrate achievements, and provide genuine career growth opportunities. If you’re ready to join a team that values your performance and invests in your future, FreshTax is the place for you.

    Ready to Build Your Career?

    Apply today and start a rewarding journey where hard work truly pays off .

    Our Commitment :

    FreshTax is proud to be an equal opportunity employer, fostering a diverse and inclusive environment. We welcome applicants of all backgrounds and provide reasonable accommodations during the hiring process.

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    Settlement Officer • Santa Ana, California, United States