Tax Sales Representative

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...