Job Description

POSITION SUMMARY

The Sales Support Specialist at Optima Tax Relief, LLC ("Optima") Santa Ana, California office, this role reports to Associate Director, Sales Training with supervision by the Vice President of Sales. This is a client care/introductory sales support position. This position will be responsible for reaching out to all clients within various stages of the Optima enrollment process (Pre-Enrollment, Current Clients, and prospective clients that have failed to move forward for various reasons)

***HOURLY RATE + MONTHLY COMMISSION/BONUS

ESSENTIAL DUTIES & RESPONSIBILITIES

• Assists with following up with existing and prospective clients and transferring warm inquiries directly to the sales staff.
• Contacts prospective clients that have reached out in the past, but have not moved forward with representation.
• Identifies concerns and escalates them to management, along with possible suggestions for improvement, wherever possible.
• Handle calls with professionalism and courtesy.
• Other tasks as assigned
• 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

• No formal education is necessary / High School Diploma required.

KNOWLEDGE, SKILLS,& ABILITIES

• Ability to process with high outbound and inbound call daily production.
• Ability to communicate effectively and professionally, both orally and in writing.
• Knowledge of planning and scheduling techniques and being proficient with Optima CRM.
• Strong interpersonal skills, flexibility, and customer service orientation.

Company Description

Here at Optima Tax Relief, how our employees feel about their job is important to us. Maybe that is why we have been rated one of Orange County Register’s Top Places to work for the past 3 years! In addition to our amazing and award-winning work culture, we are one of America’s fastest growing private companies! Who are we here at Forward? We are the emphatic helpers, the go-getters, the work hard, play hard individuals of financial services and the advocate for our clients. One of our values is to operate in excellence and we are looking to hire individuals ready to represent with pride these qualities. We have several openings in our Orange County, CA and Chandler, Arizona offices and we need people like you to help us grow!