Inside Sales for Asset Recovery

CORE RESPONSIBILITIES

• Case Re-Engagement & Escalation Management
• Review stalled or unresponsive claims to develop strategic re-engagement plans for hot, warm, and cold leads
• Take full ownership of high-value "Complex Claim" campaigns
• Strategic Research & Verification
• Conduct targeted research to confirm claimant identity, heirship, and asset linkage using verified databases
• Collaborate with genealogists and internal research teams to ensure the defensibility of claims
• Advanced Outreach & Closing
• Re-establish communication using a consultative, trust-based approach
• Convert hesitant prospects into signed agreements through clear explanation of contingency agreements and legal requirements
• Guide claimants through the execution of legal documents to ensure timely recovery
• CRM & Process Integrity
• Maintain meticulous documentation of all outreach efforts within the CRM
• Identify objection patterns and recommend improvements to the sales cycle

IDEAL PROFILE

• Self-Starter: Thrives in a performance-based, independent environment
• Persuasive & Analytical: Able to use data and research to build a logical case for the claimant
• Persistence: A "never-give-up" attitude toward stalled leads
• Trust-Builder: Quickly establishes rapport with high-net-worth individuals and skeptical heirs