We are seeking a Senior Sales Strategist to serve as the escalation point for high-value or
highly skeptical claimants. This role bridges the gap between initial outreach and successful engagement by re-establishing trust, addressing objections, and guiding
claimants through the final steps of the recovery process.
This is a senior-level position designed for a confident communicator who can step in when
a claim has stalled, a claimant has become unresponsive, or additional credibility and
reassurance are required to move the process forward.
You will take ownership of complex cases and lead them to resolution.
CORE RESPONSIBILITIES:
1. Case Re-Engagement & Escalation Management
- Review stalled or unresponsive claims and develop a strategic re-engagement plan
for hot, warm and cols 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.
2. 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.
3. 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.
4. CRM & Process Integrity
- Maintain detailed documentation of outreach efforts and case notes.
- Ensure seamless handoffs between sales, research, and claims processing teams.
“Rightfully Returning Assets”
- Identify patterns in objections and recommend process improvements.
Requirements
- 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.
IDEAL PROFILE:
- Calm under pressure
- Persistent without being aggressive
- Analytical yet persuasive
- Solutions-oriented
- Trust-builder with authority
Benefits
This is a contract position. Commission 20%,
- no cap on earnings after first contract signed. Required to get 7 good contracts per month.