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Client Consultation:
- Conduct thorough discovery calls with inbound leads.
- Understand their tax issues, financial situation, and goals.
- Build trust by listening to clients’ concerns.
Program Evaluation:
- Review client-provided documents and system data.
- Recommend customized resolution programs based on gathered data.
- Ensure a smooth and professional client experience.
Sales Performance:
- Meet or exceed sales goals through persistence and organization.
- Improve continuously and accurately record client interactions.
- Manage high call volumes and follow-ups in a virtual setting.
TaxRise
TaxRise provides tax relief services, offering hope and solutions to individuals facing financial uncertainty. They are passionate about reshaping the tax resolution industry through innovation and empathy; it's the fastest-growing company in its industry.