Sales Manager (Financial Services)

---

Job description

Top rated Tax Resolution company is seeking a Sales Director with expertise in Tax Relief to join their growing team!

This Jobot Job is hosted by: Rachel Hilton Berry
Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.

A bit about us:

Top rated tax resolution company is seeking a Sales Manager who has strong leadership, people management, and financial services sales experience. This person must be capable of working in the tax resolution and debt relief industry, leading a team while meeting KPIs and goals. Must be adept to fast-paced working environment, self-starter, and well connected within this industry. Must be able to communicate, present and influence all levels of the organization, including executive and C-level.

Why join us?

Top-rated Tax Resolution company!
Growing company- have tripled in the last 3 years!
Make a difference in people's lives!

Job Details

Responsibilities:

• Oversee the Sales department of our Los Angeles and Orange County office consisting of dialers & closers selling Tax Resolution, Tax Return Preparation, Bookkeeping & new services that we may release from time to time.
• Hands-on oversight of the Sales pipeline while monitoring & enforcing strict SLA's to ensure timely progress of all prospects.
• Developing & executing strategic plans to achieve monthly sales targets (both individual & department) & expand our customer base.
• Responsible for new employee & continuous training of our Sales staff.
• Listen to call recordings to ensure Sales staff are adhering to compliance standards as well as for training purposes.
• Conduct continuous individual & department meetings.
• Oversee departmental metrics & scheduled reporting including but not limited to inbound/outbound call data, close rates, lead source performance, prospect follow ups, refund

amounts & rates, ROI for each staff member & lead source, prospect aging & much more.

• Set department & individual staff sales targets & coach staff on how to reach them.
• Oversee staff work, lunch & break schedules, & adherence thereto.
• Work closely with our Marketing team on providing feedback on lead source performance.
• Liaise regularly with other department managers including Reception, Customer Service, Resolution, Tax Preparation, Document Processing & more.
• Make recommendations on Sales department processes & procedures.
• Take escalation calls as necessary.
• Manage call scripting & oversee adherence.
• Ensure proper staff usage of our CRM system.
• Building & maintaining strong, long-lasting customer relationships.
• Scale the department for continuous growth.
• Responsible for Sales production forecasting.
• Continuously motivate & coach the Sales team.
• Be the voice of company to the Sales staff.

Must-have's:

• Minimum 3-5 years of experience in a Sales Leadership role (i.e., Manager or higher) consistently meeting or exceeding targets.
• Tax relief industry experience preferred but not required. Debt relief experience (personal, student loan, collections) a plus.
• Proven ability to drive the sales process from plan to close.
• Proven ability to articulate the distinct aspects of products & services.
• Proven ability to position products against competitors.
• Must have a strong background within Sales of Financial Services
• Excellent coaching, motivating, listening, negotiation & presentation skills.
• Excellent verbal & written communications skills.
• BA/BS degree or equivalent.

Compensation Package:
Base Pay $100k- $120k
Bonus/Commission structure
Medical/Dental/Vision benefits provided through Anthem
401k w/ 4% match
8 paid Holidays
10 PTO Days
32 hours of sick time
Flex Commuting Hours

Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.