Company Description
One Eagle Advisory helps organizations access financial relief by connecting them with resources to claim the Employee Retention Credit (ERC) available through the CARES Act. The company focuses on guiding businesses through complex eligibility and filing requirements, making the process clearer and more efficient. Team members work closely with clients to ensure they understand the benefits available and how to maximize them. This mission-driven environment offers opportunities to support organizations in strengthening their financial resilience while building expertise in government-backed relief programs.
Role Description
The Inside Sales Representative is a full-time, remote role responsible for engaging prospective clients and guiding them through the ERC qualification process. Day-to-day activities include making outbound calls, responding to inbound inquiries, qualifying leads, and presenting One Eagle Advisory’s services in a clear and professional manner. The role involves managing a sales pipeline, scheduling consultations,
and maintaining detailed records in CRM systems. The Inside Sales Representative collaborates with internal teams to ensure smooth handoffs, supports client education about ERC benefits, and follows up consistently to drive conversion while maintaining high levels of client satisfaction.
Qualifications
- Candidates should possess strong Inside Sales skills, including phone-based selling and effective consultative communication.
- Candidates should possess Customer Service and Customer Satisfaction skills to build trust, handle questions, and maintain positive client relationships.
- Candidates should possess Lead Generation and prospecting skills to identify opportunities and nurture potential clients.
- Candidates should possess Account Management skills to track client interactions, support ongoing needs, and ensure follow-through.
- Strong verbal and written communication skills, with the ability to explain comp