Protection SpecialistFlex CA Office - Santa Ana, CA 92707Salary Range $18.00 - $32.00 Base+Commission/month Position Type Full Time Education Level None Category FinanceDescriptionThe Optima Protection Plan ("OPP") Sales Protection Specialist position is located in the Santa Ana, California office and reports to the Protection Specialist Team Lead. Optima Tax Relief's Protection Plan Team presents specialty services to tax payers and clients who have graduated from Optima's tax resolution services. Our Protection Specialist Sales Team showcases the benefits of OPP to our clients while taking the stress out of tax. These services include monitoring of our clients' federal tax accounts by providing IRS protection, strategy, Tax Preparation, Identity Theft Protection, and additional resolution services should another tax issue arise. This role must also champion Optimas culture and Core Values and help to deliver the best customer experience.The essential functions include, but are not limited to the following:Review and evaluate closed cases for potential clients qualified for OPP.Effectively communicate results and showcase the benefits of OPP in relation to clients case.Multitask while working with customers and navigating computer systems.Present and assist with additional services and tax preparation clients.Interact with other teams and departments as-needed to ensure forward case movement.Be able to work in team environment while remaining self-motivated.Manage daily responsibilities and tasks timely.Maintain excellent attendance practices.Perform other team-related duties as assigned.Maintain professionalism and represent Optima's 'U.N.I.T.E.D.' Core ValuesIn order to be provided the essential training required to be successful in this role, it is mandatory that you are present for and complete all essential/initial training onsite for up to 5 business days (unless prior management approval is provided). Please note that additional onsite training may be required depending on business need.QualificationsEducation and Experience RequirementsHigh school diploma or equivalent education required.One (1) year minimum client-facing call center experience.Proficiency in Salesforce or other CRM.Remain focused and productive in a fast-paced environment.Prior inside sales experience a plus but not required.1-2 years' relevant experience preferred.Knowledge, Skills, & AbilitiesA positive mindset and "get-it-done" attitude.Proficient and comfortable with office equipment (Computer skills Microsoft Office, Outlook).Proficiency with word-processing and spreadsheet software.Self-starter, industrious, and motivated.Excellent organizational, time-management, written, and communication skills.Meticulous attention to detail and high sense of accountability.Able to work in a fast-paced, high-energy environment.Strong work ethic and commitment to excellence.Strong listening skills with the ability to understand and influence people.Strong ability to multi-task.Ability to showcase good call handling skills and techniques.
...BSA Officer The BSA Officer supports BSA/AML, fraud prevention, and regulatory compliance programs. This role is responsible for monitoring and investigating potentially suspicious or fraudulent activity, conducting KYC/CDD/EDD reviews, preparing regulatory filings,...
...Apartment Leasing AgentLocation: Breton Mill ApartmentsProperty Size: 392 UnitsLearn more about our community at: Luxury Apartment HomesWhy Join Adara Communities?At Adara Communities, we blend 40 years of industry experience with a forward-thinking approach to technology...
...Setter Location: Fort Mill, SC, US, 29715 Job Requisition ID: 46451 Schaeffler is a dynamic global technology company and... ...opportunities. Your Key Responsibilities Set up of operating machines including accuracy and effectiveness checks in various test...
...Benefits:401(k)401(k) matchingSchool of Rock is a growing, passionate community dedicated to enriching lives through performance-based music education. With over 350 schools, and a strong internationally recognized brand, School of Rock is the largest afterschool music...
...sales performance, and find smart ways to control costs Collaborate with the marketing team on promotions and events Keep the cafe spotless, welcoming, and up to health and safety code Turn customer feedback into action and turn first-time visitors into regulars...