As a Tax Sales Closer, you will handle a mix of cold and warm leads generated through multiple vendors. This role requires the ability to control sales conversations, qualify prospects, handle objections, and close agreements professionally while maintaining strict compliance standards.

• Information Collection: Collect, verify, and document customer personal and financial info accurately.
• Engagement: Handle both cold and warm leads, building rapport quickly.
• IRS Qualification: Conduct structured qualification calls and review IRS-related background.
• Closing: Confidently present tax-related service agreements and pricing.
• Execution: Handle objections using approved rebuttals and secure electronic signatures.