Senior Sales Strategist-Draw + Commision

Senior Sales Strategist

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 include:

• Case Re-Engagement & Escalation Management
  • Review stalled or unresponsive claims and develop a strategic re-engagement plan for hot, warm and cold 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.
• 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.
• 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.
• 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.