Senior Sales Strategist-Draw + Commission

    Highlights

    This role bridges the gap between initial outreach and successful engagement by re-establishing trust, addressing objections, and guiding. for hot, warm and cols leads in Client Care Coordinator (CCC) Campaign, Email.

    Numbers & Facts

    LocationBoulder, CO

    Description

    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. Monthly draw of $1000 + 10% commission, no cap on earnings after first contract signed. Required to get 7 good contracts per month.

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