What are the responsibilities and job description for the Tax Sales Representative position at Adriana's Insurance?
Job Description
Job Description
We are a leading insurance brokerage in California, expanding our services to include tax solutions. We are looking for a Tax Sales Representative to cross-sell tax services to our existing clients, prospect new clients, and attend in-person appointments when needed. Fluency in Spanish is required to effectively serve our Spanish-speaking clients.
Key Responsibilities :
- Cross-Selling : Offer tax services to our existing clients, demonstrating how these services complement their current insurance policies.
- Prospecting : Identify and engage potential clients through outbound calls, networking, and referrals.
- Client Meetings : Conduct in-person meetings when necessary to discuss tax services and close sales.
- Relationship Management : Build and maintain strong relationships with business owners and individuals to encourage referrals and repeat business.
- Product Knowledge : Stay informed about tax regulations and industry updates to provide accurate and relevant information to clients.
- Sales Targets : Meet and exceed sales goals while maintaining a strong focus on client satisfaction.
Location : Irvine, CA
Job Type : Full-Time | $25 per hour Commission
Requirements
Benefits
Salary : $25
