Estate Claim Sales Representative

This is a fully remote position, open to applicants in Florida, +1 more state.

📋 Description

• Reach out to potential heirs via phone utilizing leads provided by the company.

• Outline estate recovery opportunities and clarify how the process operates.

• Establish trust and rapport with individuals who may not be aware of their inheritance.

• Effectively communicate and obtain signed contingent fee agreements.

• Keep precise records of all conversations and agreements.

• Follow up with potential heirs and assist them through the onboarding journey.

• Collaborate closely with research and legal teams to ensure seamless case processing.

• Excel in a dynamic environment where quick responses and efficiency are essential.

⛳️ Requirements

• Experience in Heir Search is an advantage.

• Preferred strong background in phone sales or consultative sales.

• Capacity to perform effectively in a highly fast-paced sales environment.

• Proficient in Customer Service.

• Demonstrates compassion.

• Possesses excellent communication and persuasion abilities.

• Capable of explaining complex subjects in a straightforward and trustworthy manner.

• Comfortable managing sensitive discussions regarding estates and inheritance.

• Self-driven, organized, and focused on results.

🏝️ Benefits

• Base salary accompanied by commission.

• Significant earning potential based on signed agreements.

• Opportunities for performance bonuses.

• Options for remote work.

• Medical, Dental, Vision, FSA, HSA (60-day waiting period applies).

• Life Insurance, Short Term/Long Term Disability (60-day waiting period applies).

• Employee Assistance Program (EAP).

• 401 K.

• 10 days Paid Time Off (PTO - 90-day waiting period applies).

• 12 hours Volunteer Time Off (VTO).