Senior Sales Strategist-Draw Commision

Business DevelopmentContract

Case Re-Engagement & Escalation Management
- Review stalled or unresponsive claims and develop a strategic re-engagement plan for hot, warm and cold leads in Client Care Coordinator (CCC) Campaign, Email Campaign and/or Complex Claim Campaign.
- Address skepticism, compliance concerns, and objections with clarity and professionalism.
- Serve as the senior voice of authority when additional credibility is needed.
Strategic Research & Verification
- Conduct targeted research to confirm claimant identity, heirship, and asset linkage.
- Utilize verified databases and public records to support due diligence efforts.
- Collaborate with genealogists and internal research teams to ensure accuracy and defensibility of claims.
Advanced Outreach & Closing
- Re-establish communication with claimants using a consultative, trust-based approach.
- Clearly explain contingency agreements, documentation requirements, and the recovery process.
- Guide claimants through execution of legal documents and ensure timely completion.
- Convert hesitant or skeptical prospects into signed agreements while maintaining full transparency.
CRM & Process Integrity
- Maintain detailed documentation of outreach efforts and case notes.
- Ensure seamless handoffs between sales, research, and claims processing teams.

5+ years of experience in sales closing, negotiations, investigative research, or a related field.
Demonstrated ability to manage complex objections and skeptical clients with professionalism.
Strong communication skills with executive presence and credibility.
Comfort working with CRM systems, research tools, and investigative databases.
High ethical standards and commitment to contingency-based transparency.
Ability to operate independently while collaborating across departments.

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