Myki Enterprises Limited Liability Company
Why Work with Regents?
Our Experience
Regents Tax and Insurance Agency is an organization built upon the idea of focusing on the individual needs of its agents/agencies first. The objective is to understand the personal needs and professional goals of each agent or agency. The Goal is to make Regents Tax and Insurance Agency a household name throughout the Texas Region. Our plan is to open 2 offices by the end of the year. WE’RE Hiring!! Regents management/advisers have over 30 years of experience in the insurance industry
Our Opportunity
- Virtual Appointment Support
- Field Agents/Team lead to run appointments with you (Verified Appointments)
- Personalized On-board support for contracting
- Commission Review support (External)
- Carrier Portal Training
- Pending business review (Carrier & External)
Field Agents
Field agents are independent business owners / contractors that have the liberty of creating their own schedule and operating independently. RTIA and its affiliates will provide contracting and training support for these individuals / businesses.
Field agents will participate in incentive programs provided by the carrier and its affiliates that will include leads, bonuses, Spiffs, trips and gifts. The value of these items will be included in the 1099 income tax form provided at the end of each year.
Account Managers
Account managers are responsible for developing relationships with local healthcare professionals and small businesses identified by the organization. The objective is to establish a relationship with the business owners to sell our core products and build a referral network.
Tax Professional (Seasonal)
$11-$16 hr
Presents the Company’s value proposition to clients concerning various company products and services and uses prescribed selling techniques.
Conducts a thorough in-person interview with potential clients, using the company’s propriety tax software application.
Delivers exceptional customer service by anticipating customer needs and considers the impact of all decisions/actions on the customer.
Answering client calls via our national call center routing system.
Completes all related tax forms in accordance with policies, and in compliance with legislation and regulations. Furnishes taxpayers with sufficient information and advice to ensure correct tax form completion.
Consults tax law reference materials to determine procedures for preparation of atypical returns.
Answers questions and provide future tax planning to clients.
Reviews financial records such as income statements and documentation of expenditures to determine forms needed to prepare tax returns.
Researches tax related questions and issues, and responds to clients appropriately and within a timely manner.
Resolves client complaints, or refers situations to supervisor (as appropriate) for resolution
Audits all tax return forms for accuracy and completeness (i.e., client signatures).
This position has access to and regularly works with information of a sensitive, highly confidential nature, and regularly deals with diverse matters which require a working knowledge of the business.
Required Qualifications
Top candidates for this position will have retail experience providing exceptional client service and performing multiple tasks in a fast paced environment.
Hands-on marketing with surrounding businesses, including office visits to promote brand awareness and new clientele
High School Degree or equivalent
Experience preferably in sales, service and tax preparation
PTIN (Preparer Tax Identification Number) required
Must be willing to work Remote.
