Entry Level Sales Representative

POSITION SUMMARY

The Optima Protection Plan ("OPP") Sales Protection Specialist position is located in the Santa Ana, California office and reports to the Protection Specialist Team Lead. Optima Tax Relief's Protection Plan Team presents specialty services to tax payers and clients who have graduated from Optima's tax resolution services. Our Protection Specialist Sales Team showcases the benefits of OPP to our clients while taking the stress out of tax. These services include monitoring of our clients' federal tax accounts by providing IRS protection, strategy, Tax Preparation, Identity Theft Protection, and additional resolution services should another tax issue arise. This role must also champion Optimas culture and Core Values and help to deliver the best customer experience.

ESSENTIAL DUTIES & RESPONSIBILITIES

The essential functions include, but are not limited to the following:

• Review and evaluate closed cases for potential clients qualified for OPP.
• Effectively communicate results and showcase the benefits of OPP in relation to clients case.
• Multitask while working with customers and navigating computer systems.
• Present and assist with additional services and tax preparation clients.
• Interact with other teams and departments as-needed to ensure forward case movement.
• Be able to work in team environment while remaining self-motivated.
• Manage daily responsibilities and tasks timely.
• Maintain excellent attendance practices.
• Perform other team-related duties as assigned.
• Maintain professionalism and represent Optima's 'U.N.I.T.E.D.' Core Values

In order to be provided the essential training required to be successful in this role, it is mandatory that you are present for and complete all essential/initial training onsite for up to 5 business days (unless prior management approval is provided). Please note that additional onsite training may be required depending on business need.