Estate & Probate Outreach Specialist

Brightpath Associates LLC; Annandale (VA); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Professional home office

Private office space

Conference room access

Job summary

A leading outreach firm located in Annandale, VA is seeking an experienced individual for a full-time position focused on outbound estate and seller outreach. The ideal candidate will have a strong phone presence and at least 3 years of sales or customer service experience. Responsibilities include making calls to verified seller leads and engaging with executors, while maintaining detailed records in a dedicated home office. This role emphasizes professionalism and relationship-building without high-pressure sales tactics.

Qualifications

• Minimum 3 years of sales/customer service experience preferred.
• Typing speed of 60 WPM or higher.
• Strong verbal and written communication skills.

Responsibilities

• Make outbound calls to verified seller leads.
• Communicate with executors and personal representatives.
• Set follow-up calls or appointments for senior leadership.
• Maintain accurate call notes and records in the system.

Skills

Sales experience

Customer service

Negotiation skills

Attention to detail

Strong communication

Multitasking

Education

Bachelor’s degree in Business Administration

Job description

A leading outreach firm located in Annandale, VA is seeking an experienced individual for a full-time position focused on outbound estate and seller outreach. The ideal candidate will have a strong phone presence and at least 3 years of sales or customer service experience. Responsibilities include making calls to verified seller leads and engaging with executors, while maintaining detailed records in a dedicated home office. This role emphasizes professionalism and relationship-building without high-pressure sales tactics.