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:
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Base Pay: $17.00 per hour (full-time, 40 hours/week).
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Commission: Top performers earn $8,000–$15,000 per month.
Annual Potential: $75,000 – $200,000+.
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What You’ll Do:
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Engage with inbound leads seeking tax relief assistance.
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Identify qualified opportunities and schedule consultations.
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Use proven scripts while maintaining a professional, consultative approach.
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Document all interactions accurately in the CRM.
Consistently meet and exceed individual and team goals.
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What You Need to Have:
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Competitive, coachable mindset and drive to succeed.
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Strong communication and active-listening skills.
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Reliability and self-motivation.
No prior sales experience required—we provide full training.
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What We Offer:
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Comprehensive onboarding and hands-on training.
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Uncapped earning potential with no commission caps.
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Clear promotion and leadership tracks.
Weekly incentives, sales contests, and recognition for top performers.
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Perks:
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401(k) retirement plan with company match.
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Paid time off (vacation, sick days, company holidays).
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Paid training and wellness days.
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Catered lunches every Friday.
Fun quarterly company outings and celebrations.
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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.
