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. Draw plus commission, no cap on earnings.