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Sales Representative (Probate Finance)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Sales Representative (Probate Finance): Consulting with inbound heirs, explaining inheritance funding, and qualifying applications for underwriting with an accent on warm-lead conversion, sensitive customer conversations, and end-to-end relationship ownership. Focus on gathering estate information, simplifying a technical financial product, and maintaining customer communication throughout diligence.
Location: On-site at the Rye Brook, New York office, United States
Compensation range: $100,000–$130,000 OTE, combining base pay and biweekly commission.
Company
uses financial services and technology-driven innovation to simplify legal processes and help plaintiffs, heirs, attorneys, and healthcare providers access funding and care.
What you will do
- Consult with inbound heir inquiries shortly after leads arrive.
- Explain how Probate Advance inheritance funding works.
- Gather estate information required for underwriting and complete internal applications.
- Own customer relationships through all fundings.
- Keep customers informed while estates are reviewed through diligence.
- Maintain accurate customer and deal records in the CRM.
Requirements
- At least 1 year of phone-based sales experience with a consultative sales cycle.
- Comfort handling emotionally difficult conversations with heirs following a relative's death.
- Persistence through multiple follow-up conversations and the ability to build lasting customer relationships.
- Ability to learn a technical financial product and explain it clearly.
- Must be able to work on-site at the Rye Brook, New York office.
- Financial services, specialty finance, or real estate sales experience is beneficial; a bachelor's degree is preferred.
Culture & Benefits
- Base compensation combined with biweekly commission.
- Multiple medical plan options, dental, vision, and life insurance.
- 401(k) with a generous company match.
- Flexible spending accounts for medical and dependent-care expenses.
- Paid time off to recharge.
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