Demo

Outside Sales Associate

Hire Agency
Draper, UT Full Time
POSTED ON 3/8/2025
AVAILABLE BEFORE 5/8/2025

Location:
Fully Remote

About Us:
At Incite Tax, we are dedicated to empowering business owners with expert tax strategies and financial guidance to achieve financial freedom. Known for our educational approach to tax benefits, we save our clients significant amounts of money while fostering an innovative and collaborative work environment. Our team thrives on growth and continuous improvement.

Job Overview:
We are seeking a tenacious and highly motivated Sales Associate to expand our reach on taxprofessionals.com, a platform connecting individuals with qualified tax professionals. This role involves both inbound and outbound sales efforts, including cold calling and social selling, to encourage accountants to join our referral network. The successful candidate will demonstrate a strong understanding of our services and an exceptional ability to convey value to potential clients.

Responsibilities:

  • Client Acquisition: Proactively reach out to potential new accountant members through cold calls, social media, and email campaigns.
  • Sales Presentations: Clearly articulate the benefits and value of joining our referral network to prospective accountant members.
  • Relationship Building: Develop and maintain strong relationships with new and existing clients, ensuring their needs are met and they derive maximum benefit from our services.
  • Sales Targets: Aggressively pursue sales targets and quotas to drive the growth of taxprofessionals.com.
  • Market Research: Keep abreast of industry trends and competitor activities to identify and capitalize on new sales opportunities.
  • Sales Reporting: Maintain detailed records of sales activities, outcomes, and account management.
  • Collaboration: Work closely with marketing and customer service teams to ensure a cohesive client experience.

Qualifications:

  • Proven track record in sales, with experience in cold calling and social selling.
  • Exceptional communication and interpersonal skills.
  • Strong organizational skills and meticulous attention to detail.
  • Self-motivated with the grit and resilience required to succeed in a challenging sales environment.
  • Familiarity with CRM software (e.g., Salesforce) and sales processes.
  • Proficiency in G Suite.
  • A driven approach to meeting and exceeding sales targets.

Benefits:

  • Base salary with potential for commission and bonuses.
  • Professional development and training opportunities.
  • Casual dress code and flexible working arrangements.
  • Position is classified as a contractor.

Application Process:

  • Submit your resume through our online portal.
  • Complete the Prevue Assessment (approx. 30 minutes).
  • Initial phone interview with HR (approx. 20 minutes).
  • Mock Sales Call demonstrating your approach to sales (approx. 20 minutes).
  • Final interview (approx. 1 hour).

We are looking for a candidate who embodies persistence and determination, crucial traits for the dynamic challenges of this role. Join us to help expand our network and make a tangible impact on the financial success of accountants and their clients.

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