Intake sales Specialist for Rocket tax

Job Overview
As an Intake Specialist, you will be the first point of contact for clients, guiding them through the initial stages of their journey with our organization. Your role is pivotal in ensuring that clients feel welcomed, understood, and supported as you gather essential information to facilitate their needs. With your exceptional customer service and sales skills, you will play a crucial role in building lasting relationships and setting the stage for successful outcomes.

What you’ll do

• Engage with clients through various communication channels to gather necessary information and assess their needs.
• Provide outstanding customer service by addressing inquiries, resolving concerns, and ensuring a positive experience.
• Collaborate with internal teams to streamline the intake process and enhance client satisfaction.
• Maintain accurate records of client interactions and data to ensure seamless follow-up.
• Educate clients about our services and offerings, effectively promoting solutions that meet their needs.
• Conduct thorough assessments to determine eligibility for services and programs.
• Follow up with clients post-intake to ensure ongoing support and satisfaction.

Basic qualifications

• Strong interpersonal skills with a passion for helping others.
• Excellent verbal and written communication abilities.

Preferred qualifications

• Previous experience in customer service or sales roles.
• Familiarity with intake processes or case management systems.
• Ability to handle sensitive information with confidentiality and professionalism.

Why you’ll love it here
We are dedicated to fostering an environment where our employees can thrive both personally and professionally. Our commitment to your well-being is reflected in our comprehensive benefits package designed to support you at every stage of your career.

Our benefits include:

• Competitive pay structure
• Opportunities for professional development and growth
• Comprehensive health and wellness programs
• Supportive work culture that values collaboration and innovation

About us
Join our dynamic team where your contributions make a real difference! We are passionate about providing exceptional service and creating meaningful connections with our clients. Our inclusive culture encourages creativity, teamwork, and personal growth, making it an exciting place to advance your career.

Job Types: Full-time, Part-time

Pay: $18.00 - $20.00 per hour

Benefits:

• Employee discount
• Professional development assistance

Application Question(s):

• Bilingual

Language:

• English and Spanish (Preferred)

Work Location: In person

Salary : $18 - $20