What are the responsibilities and job description for the Salesperson position at Jun Watanabe Enroled Agent?
Company Description
Located in Pasadena, CA, Jun Watanabe Enrolled Agent provides expert services in taxes and financial planning. With Enrolled Agent credentials, Jun Watanabe holds the highest certification awarded by the IRS, granting unlimited rights to represent taxpayers. Enrolled Agents are qualified professionals authorized to handle individual and business tax matters, offering comprehensive and ethical support. Committed to excellence, the practice adheres to strict ethical standards and ongoing education requirements.
Role Description
This is a full-time hybrid role for a Salesperson, based in Pasadena, CA, with opportunities for remote work. The Salesperson will identify and engage new clients, build strong client relationships, and present tailored tax and financial planning services. Responsibilities include creating client proposals, meeting sales targets, and staying current on industry trends. The role also involves collaborating with the team to ensure client satisfaction and maintain ethical standards.
Qualifications
- Proven sales skills, including client prospecting, account management, and customer relationship building
- Basic understanding of tax and financial planning principles, with a willingness to learn and develop industry knowledge
- Strong communication, presentation, and negotiation abilities
- Self-motivated with excellent organizational and time-management skills
- Proficiency with software and tools related to sales, customer management, and remote collaboration
- Bachelor’s degree in Business, Finance, Marketing, or a related field preferred
- Prior experience in the financial services or tax industry is a plus