Settlement Officer

Settlement Officer FreshTax Santa Ana, CA Job Details Full-time $75,000 - $300,000 a year 1 day ago Benefits Paid training Paid holidays Paid time off 401(k) matching Opportunities for advancement Qualifications Prospecting CRM system proficiency Communication skills Consultative selling Entry level Under 1 year Full Job Description 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.