Sales Representative - Setter at Oro Tax Advisors

Oro Tax Advisors helps entrepreneurs plan their taxes as part of a wider approach to wealth planning. We are adding a full-time Sales Representative and Setter who can keep our closers' calendars supplied with well-prepared conversations. This is a remote 1099 role listed in Ponte Vedra, Florida, and it suits someone who understands the pace and discipline of high-volume phone setting.

You will contact new leads quickly by phone, email, and text. Around our events, you will run focused phone outreach before the presentation and immediately afterward. Your first job is to filter out inquiries that do not fit, so the pipeline remains focused on corporate entities. You will also return to the older opportunities already in our CRM, including open proposals, aged deals, and clients whose entity or tax season circumstances have changed.

Before any booking, every useful detail must be recorded in GoHighLevel. You will protect the closer's calendar from double bookings and provide the background needed before each strategy call. We review daily activity with our assistants, which gives the team a shared view of outreach, bookings, and pipeline movement. Experience with scheduling links and ClickUp is relevant to how this work is organized.

Compensation is 100 percent commission with no base, and commissions are uncapped. We list on-target annual earnings of $60,000 to $80,000. The role is full time. Our regular office hours are Monday through Friday, 9:00 to 5:00, although our sales team is not held strictly to that window. We are seeking someone with at least two years in phone setting, inbound conversion, or a business development center. Experience in professional services or B2B sales is especially relevant to the conversations we handle.

Requirements

High school diploma, or equivalent experience in communications, marketing, business development, or high-volume phone sales. 2 or more years of phone setting, inbound conversion, or a business development center. Professional services or B2B is preferred. GoHighLevel, scheduling links, and ClickUp.