Job Description

As a Referral Agent at Tax Pulse Consultants, you will leverage your network and connections to introduce potential clients to our services. This role is perfect for individuals who are well-connected and passionate about helping others achieve financial success through effective tax planning and preparation.

Key Responsibilities:

- Identify and engage potential clients within your network.

- Clearly communicate our services and value proposition to prospects.

- Facilitate introductions between clients and our team to ensure a smooth onboarding process.

- Track referrals and maintain relationships with clients to encourage repeat business.

Qualifications:

- Strong networking and communication skills.

- Ability to articulate the benefits of our services clearly.

- Previous experience in sales or client relations is a plus but not required.

- Self-motivated and goal-oriented.