Remotery

Heir Recovery Sales Specialist

Posted Jul 27

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

📋 Description

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

• Describe estate recovery options and clarify how the process functions.

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

• Effectively present and obtain signed contingent fee agreements.

• Keep precise records of conversations and agreements.

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

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

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


⛳️ Requirements

• Experience in heir searches is an advantage.

• Preferred background in phone sales or consultative sales.

• Capability to thrive in a highly fast-paced sales atmosphere.

• Strong customer service orientation.

• Compassionate approach to client interactions.

• Excellent communication and persuasion abilities.

• Skillful in conveying complex subjects in an easy-to-understand and trustworthy manner.

• Comfortable discussing sensitive topics related to estates and inheritances.

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


🏝️ Benefits

• Competitive base salary plus commission.

• High earning potential based on signed agreements.

• Performance bonuses available.

• Opportunities 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 plan.

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

• 12 hours of Volunteer Time Off (VTO).

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