Estate Claim Sales Representative
New
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Lauth Investigations International IncEstate Research
Dayton, Ohio, United States. Tampa, Florida, United StatesFull-TimeMiddle
Salary not disclosed
Apply NowOpens the employer's application page
Job Details
- Required Skills
- Communication SkillsCustomer service
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
- Strong customer service skills
- Compassionate demeanor
- 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
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
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