Tax Planning Sales Consultant - Remote

Overview

The Tax Planning Sales Consultant will engage with business owners and high net worth individuals to provide tailored tax planning solutions, leveraging a consultative sales approach to drive client success.

In Short

• Conduct discovery calls with prospects to identify tax pain points.
• Generate leads for tax planning engagements.
• Collaborate with CPA/EA strategists to estimate tax savings.
• Craft and present compelling proposals to clients.
• Maintain detailed opportunity notes in CRM.
• Achieve weekly KPIs for calls and proposals.
• Transition new clients to the Tax Strategy team.
• Utilize tax knowledge to drive client engagement.
• Work in a hybrid schedule with flexible hours.
• Join a supportive team culture focused on client value.

Requirements

• 2+ years in consultative sales within financial services.
• Experience with Series 6/7, Life/Health, or insurance licenses.
• Proven track record of exceeding sales quotas.
• Familiarity with tax concepts and tax software.
• Exceptional communication and proposal writing skills.
• Bachelor's degree in Accounting, Finance, Business, or related field.
• Strong CRM discipline and attention to detail.
• Active listening skills and professional demeanor.

Benefits

• Uncapped earnings with a base salary and commission.
• AFLAC supplemental insurance.
• 401(k) with firm match after eligibility.
• PTO and paid holidays.
• Professional development stipend for courses and conferences.
• Flexible hybrid work schedule.
• Supportive team culture focused on work-life balance.