Settlement Officer

About the Role:

FreshTax is expanding quickly and looking for a motivated Settlement Officer to join our dynamic, high-performing team. You’ll connect with individuals who have already asked for help resolving their tax challenges—all inbound, pre-qualified leads.

Your job is to qualify prospects, gather key details, and schedule consultations with our senior specialists. This is a high-impact, consultative sales role with full training and unlimited income potential.

Work Environment:

This is a 100% on-site position at our headquarters in Santa Ana, CA. We believe in the energy of in-person collaboration to drive results.

Compensation:

• Base Pay: $17.00 per hour (full-time, 40 hours/week).
• Commission: Top performers earn $8,000–$15,000 per month.
• Annual Potential: $75,000 – $200,000+.

What You’ll Do:

• Engage with inbound leads seeking tax relief assistance.
• Identify qualified opportunities and schedule consultations.
• Use proven scripts while maintaining a professional, consultative approach.
• Document all interactions accurately in the CRM.
• Consistently meet and exceed individual and team goals.

What You Need to Have:

• Competitive, coachable mindset and drive to succeed.
• Strong communication and active-listening skills.
• Reliability and self-motivation.
• No prior sales experience required—we provide full training.

What We Offer:

• Comprehensive onboarding and hands-on training.
• Uncapped earning potential with no commission caps.
• Clear promotion and leadership tracks.
• Weekly incentives, sales contests, and recognition for top performers.

Perks:

• 401(k) retirement plan with company match.
• Paid time off (vacation, sick days, company holidays).
• Paid training and wellness days.
• Catered lunches every Friday.
• Fun quarterly company outings and celebrations.

Why Join FreshTax:

At FreshTax, your ambition drives your success. We reward effort, celebrate achievements, and provide genuine career growth opportunities. If you’re ready to join a team that values your performance and invests in your future, FreshTax is the place for you.

Ready to Build Your Career?

Apply today and start a rewarding journey where hard work truly pays off.

Our Commitment:

FreshTax is proud to be an equal opportunity employer, fostering a diverse and inclusive environment. We welcome applicants of all backgrounds and provide reasonable accommodations during the hiring process.