Probate Heir Search Sales

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 the process involved.

• Establish trust and rapport with individuals who may be unaware of their inheritance.

• Effectively present and obtain signed contingent fee agreements.

• Keep precise records of discussions and agreements.

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

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

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

⛳️ Requirements

• Experience in Heir Search is an advantage.

• Preferred strong background in phone sales or consultative sales.

• Ability to excel in a highly fast-paced sales environment.

• Customer service skills.

• Compassionate demeanor.

• Exceptional communication and persuasion abilities.

• Skill in simplifying complex topics in an understandable and trustworthy manner.

• Comfort in managing sensitive conversations regarding estates and inheritance.

• Self-driven, organized, and results-oriented.

🏝️ Benefits

• Base salary plus commission structure.

• High earning potential based on signed agreements.

• Availability of performance bonuses.

• Opportunities for remote work.

• Comprehensive benefits including:

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

• Life Insurance and 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).