Probate Heir Search Sales

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

Requirements

• Heir Search experience a plus
• Strong phone sales or consultative sales experience preferred
• Able to perform well in an extremely fast-paced sales environment
• Excellent communication and persuasion skills
• Able 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
• Medical, Dental, Vision, FSA, HSA
• Life Insurance, Short Term/Long Term Disability
• Employee Assistance Program (EAP)
• 401K
• 10 days Paid Time Off (PTO)
• 12 hours Volunteer Time Off (VTO)