This is a tax planning firm that helps business owners reduce their tax liability and grow their wealth with proactive, strategy-driven financial planning.
Responsibilities
They are looking to bring on a remote Sales Development Representative (Setter) who will help drive top-of-funnel activity by nurturing qualified leads and booking sales calls for the closer. You’ll be working directly alongside the founder in this brand-new sales role and will be the first point of contact for many high-level business owners exploring how to reduce their tax bills and build generational wealth.