Estate Claim Sales Representative
About the role
Company Overview
We are a professional estate research and heir location firm that helps individuals discover and claim inheritances from estates where beneficiaries could not initially be located. Our team works with attorneys, probate courts, and estate administrators to locate rightful heirs and assist them through the claim process.
Position Summary
We are seeking motivated sales professionals to join our team as Missing Heir Specialists. In this role, you will contact individuals who may be entitled to inherit assets from estates we are researching. Your responsibility is to explain the opportunity, verify their interest, and secure a signed contingent fee agreement allowing our firm to represent them in recovering their inheritance.
This is an extremely fast-paced, high-volume sales environment. Representatives will handle a large number of calls daily and must be comfortable moving quickly between conversations while maintaining professionalism and clarity.
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
Why Join Us
- Unique and meaningful work helping people discover rightful inheritances
- Warm leads provided (individuals already identified through research)
- Support from experienced legal and research teams
- Opportunity for strong commissions and career growth
- A fast-paced environment suited for motivated sales professionals
Requirements
Qualifications
- 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
- 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)
- 401 K
- 10 days Paid Time Off (PTO - 90 day waiting period applies)
- 12 hours Volunteer Time Off (VTO)
