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Advocacy Solutions

Retainer Specialist - REMOTE, Inbound Conversion + Closer

Posted Yesterday
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In-Office or Remote
Hiring Remotely in 33317, Fort Lauderdale, FL
18-18 Hourly
Mid level
In-Office or Remote
Hiring Remotely in 33317, Fort Lauderdale, FL
18-18 Hourly
Mid level
The Retainer Specialist assists clients with social security or veterans disability benefits by guiding them through the representation forms process and ensuring signatures for claims. Responsibilities include answering calls, explaining documents, and navigating electronic signatures.
The summary above was generated by AI

High-Volume Sales experience is highly preferred. There is no cold calling required for this role.

Job Summary:

Do you want a fulfilling career helping individuals seeking social security disability benefits and/or veterans disability benefits? Our Retainer Specialist guides potential clients through the representation forms process, ensuring we can easily proceed with their claims. Their goal is to obtain signatures so that we can represent the client. The monthly bonus for this role is strongly reliant on this goal. The work hours are Monday – Friday from 9:00 am to 6:00 pm, with one hour for lunch.   This is a remote work from home position. 

Our benefits package includes health, dental, and vision insurance, company paid life insurance and disability insurance, a 401(k) plan with an employer match, paid time off after 90 days of employment, and ten company paid holidays.  

Base pay is $18 an hour with eligibility for a monthly bonus that has the potential to increase your income.  You must complete 2 full months of employment to be eligible for the incentive.

Essential Functions:

  • Answer calls on auto dialer from potential clients.
  • Patiently explain the documents to the clients.
  • Walk the clients through the process of how to electronically sign documents via text and email.
  • Document the calls accordingly so that our phone system can dial the next call.
  • Performs other related duties as assigned.
Qualifications

Required Skills/Abilities:

  • Must have a persuasive phone presence and have the ability to persuade the client to complete the representation forms.
  • Must be tech savvy and must be able to explain to a non-tech savvy client how to electronically sign documents by text and email.
  • Must have a friendly, professional telephone voice.
  • Must be patient with clients.
  • Must be a problem solver.
  • Must be an independent worker.
  • Must be able to handle a high call volume with back-to-back calls; hundreds of calls per day.
  • Ability to function well in a high-paced and at times stressful environment.
  • Proficiency with Microsoft Office Suite and general computer proficiency.
  • Reliable and dependable attendance is essential.
  • Must be able to work Monday through Friday from 9:00 am to 6:00 pm EST.
  • Bilingual is preferred.  

 

Education and Experience:

  • High school diploma or equivalent.
  • At least two years of high volume sales and/or call center experience required.
  • Auto dialer experience is required.

Physical Requirements:

  • Prolonged periods of sitting at a desk, talking on a telephone and working on a computer.

Remote Work from Home Requirements:

  • Must have a desk, chair and basic essentials to work from home.
  • Must have a quiet work area without noise or distractions.
  • Must have personal high speed internet service (Wi-Fi is not acceptable).  Our minimum internet speed requirement is 100 download & 20 upload speed.
  • Must be logged onto your work computer and able to answer calls during your normal work hours.
  • Remote workers must be based in the United States and must reside in one of the following states:  FL, GA, IL, IN, MA, NC, NJ, NV, NY, PA, SC, TX or WV.

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