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Sales Representative (Probate Finance)

Формат работы
onsite
Тип работы
fulltime
Грейд
junior
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Мэтч & Сопровод

Для мэтча с этой вакансией нужен Plus

Описание вакансии

Текст:
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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

hirify.global 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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