• Serves as the primary consultant for clients, providing expert advice on plan design, investment selection, and fiduciary responsibilities. • Builds and maintains strong client relationships, ensuring satisfaction and trust. • Conducts comprehensive plan reviews, including investment performance analysis, fee benchmarking, and fiduciary assessments using tools such as Fi360. • Identifies opportunities for cost savings, improved plan design, and enhanced participant outcomes. • Ensures compliance with ERISA, DOL, and other applicable regulations; monitors legislative changes and advises clients on necessary adjustments. • Supports clients in fulfilling fiduciary obligations and maintaining proper documentation. • Develops and delivers educational programs to improve participant understanding and engagement in retirement planning. • Promotes strategies that increase participation rates and contribution levels. • Stays current on industry trends, emerging technologies, and best practices in institutional retirement planning. • Achieves annual new revenue objectives through consultative sales to new clients and expansion of service lines to existing clients. • Sells to both new and existing clients proficiently, identifying targeted prospects and leveraging cold calling, emailing, or other creative tactics to get introduced and guide them through the sales process. • Develops and maintains relationships with COIs inside the territory, expanding your network by working with external partners to access industry knowledge and key C-Level decision makers. • Utilizes Advyson and Schwab Advisor Center for opportunity updates, tracking, reporting, and self-management. • Sets appointments, prepare, and present sales presentations across all levels from staff to C-suite executives. • Attends industry or relevant targeted prospect events. • Travels domestically throughout the territory to meet with prospects. • Performs other projects, duties, and tasks, as assigned.

• Lead the full enterprise sales cycle: outreach, pitching, negotiation, and closing • Identify enterprise opportunities across your established industry network and beyond • Work closely with founders to refine positioning and accelerate traction • Build long-term relationships with enterprise clients and key decision-makers

Role Description We are seeking motivated sales professionals to join our team as Missing Heir Specialists. In this role, you will contact individuals who may be entitled to inherit assets from estates we are researching. Your responsibility is to explain the opportunity, verify their interest, and secure a signed contingent fee agreement allowing our firm to represent them in recovering their inheritance. This is an extremely fast-paced, high-volume sales environment. Representatives will handle a large number of calls daily and must be comfortable moving quickly between conversations while maintaining professionalism and clarity. Key Responsibilities - Contact potential heirs by phone using company-provided leads - Explain estate recovery opportunities and how the process works - Build trust and rapport with individuals who may be unaware of their inheritance - Clearly present and secure signed contingent fee agreements - Maintain accurate records of conversations and agreements - Follow up with potential heirs and guide them through the onboarding process - Work closely with research and legal teams to ensure smooth case processing - Thrive in a fast-moving environment where responsiveness and efficiency are critical Qualifications - Heir Search experience a plus - Strong phone sales or consultative sales experience preferred - Ability to perform well in an extremely fast-paced sales environment - Customer Service - Compassionate - Excellent communication and persuasion skills - Ability to explain complex topics in a simple and trustworthy way - Comfortable handling sensitive conversations about estates and inheritance - Self-motivated, organized, and results-driven Compensation - Base salary plus commission - High earning potential based on signed agreements - Performance bonuses available - Remote work opportunities Benefits - Medical, Dental, Vision, FSA, HSA (60 day waiting period applies) - Life Insurance, Short Term/Long Term Disability (60 day waiting period applies) - Employee Assistance Program (EAP) - 401 K - 10 days Paid Time Off (PTO - 90 day waiting period applies) - 12 hours Volunteer Time Off (VTO)

Company Overview  We are a professional estate research and heir location firm that helps individuals discover and claim inheritances from estates where beneficiaries could not initially be located. Our team works with attorneys, probate courts, and estate administrators to locate rightful heirs and assist them through the claim process.  Position Summary  We are seeking motivated sales professionals to join our team as Missing Heir Specialists. In this role, you will contact individuals who may be entitled to inherit assets from estates we are researching. Your responsibility is to explain the opportunity, verify their interest, and secure a signed contingent fee agreement allowing our firm to represent them in recovering their inheritance.  This is an extremely fast-paced, high-volume sales environment. Representatives will handle a large number of calls daily and must be comfortable moving quickly between conversations while maintaining professionalism and clarity.  Key Responsibilities  - Contact potential heirs by phone using company-provided leads  - Explain estate recovery opportunities and how the process works  - Build trust and rapport with individuals who may be unaware of their inheritance  - Clearly present and secure signed contingent fee agreements  - Maintain accurate records of conversations and agreements  - Follow up with potential heirs and guide them through the onboarding process  - Work closely with research and legal teams to ensure smooth case processing  - Thrive in a fast-moving environment where responsiveness and efficiency are critical  Why Join Us  - Unique and meaningful work helping people discover rightful inheritances  - Warm leads provided (individuals already identified through research)  - Support from experienced legal and research teams  - Opportunity for strong commissions and career growth  - A fast-paced environment suited for motivated sales professionals