Veteran Benefits Guide

Lead Conversion Specialist

Veteran Benefits Guide

full-time

Posted on:

Location Type: Remote

Location: Florida • United States

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Job Level

Senior

About the role

  • Initiate outbound communication with assigned leads via phone and email
  • Delivering compelling service overviews that highlight value and build excitement
  • Build instant rapport through active listening and genuine empathy for client needs
  • Address inquiries, overcome objections, and set realistic expectations through persuasive dialogue
  • Achieve conversion targets through consistent follow-up and relationship building
  • Collect and verify initial client documentation with meticulous attention to detail
  • Validate client readiness and ensure compliance with onboarding requirements
  • Update client profiles and communication logs accurately in CRM systems
  • Serve as the primary gatekeeper for client information quality and completeness
  • Support Case Managers with document collection and data entry as needed
  • Participate in monthly verification projects and quality initiatives
  • Consistently meet/exceed productivity, quality, and conversion metrics
  • Maintain confidentiality and adhere to all compliance/ethical standards

Requirements

  • High school diploma/GED required, Associate's degree or higher preferred
  • Minimum 1 year in sales, customer service, or client-facing roles
  • VA claims process familiarity is a strong plus
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
CRM systemsdata entrydocument collection
Soft Skills
active listeningempathypersuasive dialoguerelationship buildingattention to detailcommunicationconfidentiality
Certifications
high school diplomaGEDAssociate's degree