KEP Claimant Outreach Caller / CRM Follow-Up VA

ABOUT THE POSITION King’s Equity Partners LLC assists eligible owners, heirs and relatives with potential surplus proceeds connected with foreclosure and tax-sale public records. We are seeking a dependable, English-speaking virtual assistant to conduct claimant outreach using researched leads, approved scripts and our CRM system. Prior surplus-funds experience is preferred but not required. Clear spoken and written English is required. Spanish is strongly preferred, but applicants are not required to speak Spanish.

RESPONSIBILITIES

• Work approximately 20 hours per week. • Call owners, heirs and relatives using leads and property information supplied by KEP. • Explain the public-record information and potential surplus amount using an approved script. • Confirm that the correct owner, heir or relative has been reached. • Answer basic procedural questions without providing legal advice. • Handle basic objections professionally. • Schedule appointments or make warm transfers to management. • Send only KEP-approved contracts, emails and text messages when authorized. • Enter complete and accurate CRM notes. • Schedule and complete required follow-ups. • Immediately escalate legal, heirship, filing, fee-negotiation and complicated claimant questions. • Protect all claimant and company information. • Personally perform all assigned work without unauthorized outsourcing, substitution or credential sharing. LANGUAGE REQUIREMENTS • Clear spoken English is required. • The applicant must understand training, instructions and corrections given in English. • The applicant must communicate with KEP management in English. • The applicant must write understandable CRM notes, emails and messages in English. • Clear spoken Spanish is strongly preferred because some KEP claimants are Spanish-speaking. • Applicants are not required to speak Spanish. • Spanish-only applicants who cannot communicate clearly in English will not qualify. REQUIRED CALLING AVAILABILITY The highest-priority calling window is Tuesday through Thursday from 4:00 PM to 6:00 PM in each prospect’s local time. Calling-day priority: 1. Wednesday 2. Thursday 3. Tuesday The secondary calling window is Tuesday through Thursday from 10:00 AM to 11:00 AM in each prospect’s local time. Because KEP contacts prospects in both the Eastern and Central time zones, applicants must be available for assigned calling blocks that may include: • Tuesday–Thursday, 10:00 AM–12:00 PM U.S. Eastern Time. • Tuesday–Thursday, 4:00–7:00 PM U.S. Eastern Time. • Occasional Saturday testing from 10:00 AM–12:00 PM in the prospect’s local time. Remaining weekly hours may be assigned to follow-up calls, CRM updates, approved text or email follow-up, training, performance reviews and other authorized outreach tasks. Applicants must provide exact availability in U.S. Eastern Time. Do not state only “flexible” or “available anytime.” MINIMUM REQUIREMENTS • Clear and understandable spoken English. • Sufficient written English for training, CRM notes and company communication. • Strong listening and telephone communication. • Ability to read an approved script naturally without sounding robotic. • Reliable attendance and punctuality. • Ability to work the required U.S. calling windows. • Reliable computer, headset and internet connection. • Reasonable backup internet and power arrangements. • Basic typing, CRM and computer skills. • Ability to enter accurate notes while conducting calls. • Ability to follow approved scripts, fee language, privacy requirements and escalation procedures exactly. • Willingness to complete a live English assessment, claimant-call role play and CRM exercise.

PREFERRED QUALIFICATIONS

• Clear spoken Spanish in addition to English. • Surplus-funds or foreclosure-overage experience. • U.S. cold-calling or appointment-setting experience. • Experience contacting owners, heirs or relatives. • Real-estate, legal-intake, collections or consumer-outreach experience. • GoHighLevel or comparable CRM experience. POSITION LEVELS AND COMPENSATION Level 1 — Outreach Caller • Approximately 20 hours per week. • $250 monthly base. • No prior surplus-funds experience required. • KEP provides training, researched leads, approved scripts and CRM procedures. • Primary responsibilities include outbound calling, basic claimant explanations, appointment setting, authorized follow-up and accurate CRM notes. • Level 1 callers may later qualify for Level 2 based on performance, reliability, English communication, CRM accuracy and business needs. Level 2 — Claimant Outreach Specialist • Approximately 20 hours per week. • $250 monthly base during the first 90 days. • $400 monthly base after successfully completing the 90-day performance review. • Relevant experience is preferred, but advancement depends on demonstrated performance rather than résumé claims alone. • Greater responsibility for objection handling, claimant follow-up, appointment management and authorized contract delivery. COMMISSION AND BONUS OPPORTUNITY Both levels are eligible for: • Commission equal to 4% of the consulting fee actually collected by KEP on a qualifying VA-attributed paid case. • KEP’s continuing high-value case bonus program, subject to its written eligibility and payment requirements. Example: If a qualifying case produces a $12,500 collected consulting fee for KEP, the VA’s 4% commission would be $500. Commission is payable only after KEP receives and clears its consulting fee. Recovery timing, case volume and incentive earnings are not guaranteed. CONTINUING HIGH-VALUE PERFORMANCE BONUS A qualifying bonus group requires three separate eligible VA-attributed paid cases. Each case must involve at least $40,000 in gross surplus, and the three cases must total at least $150,000 in gross surplus. KEP must receive and clear its consulting fee from all three cases before the bonus is payable. • First qualifying group: $1,000. • Second qualifying group: $1,500. • Third qualifying group: $2,000.