Probate Researcher - Estate Sales Representative

Contact Information

Our firm specializes in estate research and heir location. We help individuals discover and claim inheritances from estates where beneficiaries could not initially be located. Our team collaborates with attorneys, probate courts, and estate administrators to locate rightful heirs and assist them through the claim process.

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
• Compassionate
• Excellent communication and persuasion 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