We are looking for a highly motivated, personable, and results-driven
*Client Acquisition Specialist*
to help clients enroll in our surplus funds recovery service. This role requires someone who enjoys meeting people, builds trust quickly, and is relentless in following through until a case is completed.
## Responsibilities
* Make *100's of outbound calls and attempts per day* to prospective clients.
* Reach clients through *multiple channels*, including phone calls, text messages, social media, email, referrals, and in-person visits.
* Follow up *persistently* using different methods until contact is made and a decision is reached—*never give up, even after multiple attempts.*
* Meet with clients to explain our service, obtain signatures, and collect required documents.
* Build trust by listening, understanding client needs, and providing clear guidance.
* Maintain accurate records in our CRM and Trello systems.
* Work closely with the team to maximize signed clients.
## What Makes Someone Successful
* Strong communication and relationship-building skills.
* Excellent listener who quickly earns clients' trust.
* Able to identify the *real decision-maker*, whether it's the client, an heir, executor, or another family member.
* Understands that family members often influence important decisions and knows how to engage the right people to move a case forward.
* Persistent, resourceful, and creative problem solver who finds solutions instead of getting stuck.
* Highly organized and comfortable managing many active opportunities at once.
## Qualifications
* Experience in sales, client acquisition, real estate, or another customer-facing role.
* Experience using CRM or lead-management systems preferred.
* Willingness to constinly travel for client meetings and attempts.
## Compensation
* *Competitive base salary plus performance-based commission.*
* Excellent earning potential for top performers.
Pay: $51,528.76 - $62,056.14 per year
Application Question(s):
- How many cold calls did you do on an average day
Experience:
- Cold calling, closing deals: 2 years (Required)
Ability to Commute:
- New York State (Required)
Work Location: In person
