Inside Sales Consultant Case Analyst

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RFT Chicago, Chicago, IL, US

2 days ago Requisition

Salary: $50,000.00 Annually

Community Tax is one of the nation’s leading Tax Resolution Firms, helping individuals and businesses find relief from overwhelming IRS and state tax burdens. Our mission is simple: protect our clients, restore peace of mind, and deliver life-changing results. With years of experience, a proven two-phase process, and a dedicated team of tax professionals, we stand at the forefront of an industry that’s growing rapidly.

first voice and trusted guide for prospective clients seeking help. You’ll conduct in-depth consultations to understand their tax challenges, explain how our two-phase process works, and set them on the path toward resolution. This role blends consultative sales, financial discovery, and client advocacy — perfect for someone who thrives on building trust, uncovering needs, and closing meaningful business.

• Connect & Consult: Engage inbound leads and referrals (NO COLD CALLING), listening to their tax challenges with empathy and professionalism.
• Educate & Guide: Clearly explain our two-phase process and how our team can help resolve IRS and state tax issues.
• Qualify & Assess: Gather critical financial and personal details to determine program eligibility and next steps.
• Close with Confidence: Enroll clients into Phase One
  , setting realistic expectations and securing their commitment.
• Build Trust Early: Establish rapport so clients feel confident transitioning to our Resolution Team for Phase Two.
• Collaborate Across Teams: Work hand-in-hand with tax professionals, case advocates, and leadership to ensure a smooth client handoff.
• There is NO COLD CALLING

• Demonstrated competencies in inside sales or client relations, preferably in a financial services, or consultative closing roles (debt relief, financial services, legal services, mortgage, membership services etc.).
• Strong ability to listen, empathize, and translate complex financial matters into clear solutions
  .
• Confidence in conducting detailed financial intake conversations.
• Excellent communication and persuasion skills, with a client-first mindset
  .
• Driven, self-motivated, and resilient in a competitive sales environment
  .
• Familiarity with CRM systems and structured sales processes.
• Bilingual fluency in English/Spanish is a plus

• High-Quality Leads: No cold calling — we invest heavily in marketing, so you speak with people actively seeking help.
• Industry-Leading Process: Our proven two-phase model makes your job easier — and your close rates higher.
• Industry-Leading Training – You’ll have the training, mentorship and guidance you need to ensure your success
• Earning Potential: Competitive BASE ($50,000.00) pay PLUS Commission Bonus structure
• Career Growth: Opportunities to advance into leadership, Phase Two resolution sales, or channel partner business development roles
• Mission-Driven Work: Every client you enroll gets real protection, relief, and a path to financial peace of mind.

If you’re passionate about helping people while earning what you’re worth, this is your chance to join an industry leader and change lives — starting with your own.