Who we are:
Veteran Benefits Guide has been proud to serve our nation’s service members for more than 10 years. Founded by a U.S. Marine Corps Veteran, VBG assists Veterans through the challenging VA claims process to efficiently secure their hard-earned benefits. Now operating with more than 250 team members nationwide, VBG has helped over 55,000 Veterans through the VA claims process. The company is dedicated to honoring service and supporting the Veteran community through ongoing advocacy, community partnerships, and meaningful opportunities within its workforce.
Who we’re looking for:
We're seeking a persuasive, client-focused Lead Conversion Specialist to serve as the first point of contact for potential clients, introducing our services, building instant rapport, answering questions, and guiding them through the early stages of engagement. This high-impact sales role shapes first impressions, converts leads into active clients, and supports our mission of delivering exceptional service with empathy and professionalism.
Key Responsibilities
Lead Engagement & Conversion
- 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
Client Onboarding & Compliance
- 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
Team Support & Performance
- 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
Required Qualifications:
Experience & Education
• 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
Core Competencies
• Communication Excellence: Exceptional verbal skills, professional phone presence, persuasive writing
• Sales & Persuasion: Proven ability to overcome objections through value-focused conversations
• Client Empathy: Genuine passion for helping people with strong, active listening skills
• Technical Proficiency: CRM navigation, Microsoft Office (Word, Excel, Outlook), email platforms
• Detail Orientation: Meticulous documentation and data validation skills
• Adaptability: Thrives in fast-paced environments with rapidly changing priorities
• Self-Starter: Takes initiative without needing constant supervision
Success Measures (KPIs)
• Lead conversion rate: 25%+ of assigned leads to active clients
• First-call close rate: 15%+ of initial conversations
• Documentation accuracy: 98%+ error-free client records
• Response time: <24 hours on all lead communications
• Client satisfaction: 4.5+ average rating on initial interactions
Why Join Us?
• Immediate Impact: Directly influence revenue growth through lead conversion
• Mission-Driven: Help veterans access earned benefits through meaningful client interactions
• Clear Growth Path: Top performers advance to Case Manager and leadership roles
• Performance Incentives: Uncapped commission potential for exceeding targets
Location: Remote in Florida only
Full- time/Days
Compensation: Competitive Base + Uncapped Commission
Benefits: Medical, Dental, Vision, 401k, PTO
EEO:
Veteran Benefits Guide provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, national origin, ancestry, physical disability, mental disability, medical condition, marital status, sex (including pregnancy, childbirth, breastfeeding or related medical conditions), gender (including gender identity and gender expression) genetic characteristic, sexual orientation, registered domestic partner status, age, military or veteran status, hairstyle or hair texture, reproductive health decision making, or any other characteristic protected by federal, state, or local laws.
Level 2 background screening is required for this position.