Heir Recovery Sales Specialist

Contact Information

Our firm specializes in estate research and heir location, assisting individuals in discovering and claiming inheritances from estates where beneficiaries were initially unknown.

Key Responsibilities

• Contact potential heirs by phone using company-provided leads
• Explain estate recovery opportunities and how the process works
• Build trust and rapport with individuals who may be unaware of their inheritance
• Clearly present and secure signed contingent fee agreements
• Maintain accurate records of conversations and agreements
• Follow up with potential heirs and guide them through the onboarding process
• Work closely with research and legal teams to ensure smooth case processing
• Thrive in a fast-moving environment where responsiveness and efficiency are critical

Requirements

• Heir Search experience a plus
• Strong phone sales or consultative sales experience preferred
• Ability to perform well in an extremely fast-paced sales environment
• Customer Service
• Calm and persuasive skills
• Ability to explain complex topics in a simple and trustworthy way
• Comfortable handling sensitive conversations about estates and inheritance
• Self-motivated, organized, and results-driven

Benefits

• Compensation: Base salary plus commission
• High earning potential based on signed agreements
• Performance bonuses available
• Remote work opportunities
• Benefits: 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)
• 401K
• 10 days Paid Time Off (PTO - 90 day waiting period applies)
• 12 hours Volunteer Time Off (VTO)