
Heir Search Sales
Posted Jul 27

Posted Jul 27
This is a fully remote position, open to applicants in Florida, +1 more state.
• Reach out to potential heirs via phone utilizing leads provided by the company.
• Clarify estate recovery options and explain the operational process.
• 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 discussions and agreements made.
• Follow up with prospective heirs and assist them throughout the onboarding journey.
• Collaborate closely with research and legal teams to ensure seamless case processing.
• Excel in a dynamic environment where agility and efficiency are essential.
• Experience in Heir Search is advantageous.
• Preference for strong phone sales or consultative sales experience.
• Capability to excel in a highly fast-paced sales atmosphere.
• Background in Customer Service.
• Demonstrates compassion.
• Exceptional communication and persuasion abilities.
• Proficient in simplifying complex topics in a trustworthy manner.
• Comfortable managing sensitive discussions related to estates and inheritance.
• Self-driven, organized, and focused on achieving results.
• Base salary combined with commission opportunities.
• Significant earning potential based on signed agreements.
• Availability of performance bonuses.
• Opportunities for remote work.
• Comprehensive benefits package including:
• 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 of Paid Time Off (PTO - 90-day waiting period applies).
• 12 hours of Volunteer Time Off (VTO).
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