Are you a self-starter WITH (MUST HAVE) experience in surplus funds recovery, exceptional business skills, and the desire to build a rewarding career in a booming industry? Our company is seeking a dedicated partner to join forces and take our successful surplus funds recovery business to the next level.
If you have a knack for navigating complex legal and administrative processes, a passion for helping people recover what's rightfully theirs, and the ability to work independently from a quiet home office, this could be the perfect opportunity for you!
About the Business
➡️We are a well-established company (OVER 20+ years) specializing in recovering surplus funds (also known as excess proceeds) for individuals and businesses following tax sales, mortgage foreclosures, or other property-related sales. With years of experience, a proven track record, and nationwide operations, we’ve successfully reclaimed MILLIONS of dollars for our clients AND made some pretty good money along the way.
AS OF TODAY: We have a network of over 50+ Attorneys in over 21 states.
➡️Now, we’re expanding operations and seeking the right partner to help scale this business, particularly focusing on the growing opportunities in surplus funds recovery in multiple states. This is an industry where professionalism, persistence, and expertise make all the difference.
What You’ll Do as a Partner
As a partner, you will be responsible for several key aspects of the business, including but not limited to:
☀︎Surplus Funds Claiming
☀︎Research and identify eligible surplus funds cases using public records and online tools.
☀︎Prepare and file claims on behalf of clients, ensuring compliance with state and county regulations.
Work directly with attorneys, county officials, and other stakeholders to expedite the recovery process.
☀︎Client Interaction
Communicate with potential clients who may be entitled to surplus funds.
Explain the claims process, build trust, and secure agreements to represent them in recovering their funds.
Provide ongoing updates and transparency throughout the process to maintain a high level of customer satisfaction.
Business Operations
☀︎Develop and refine systems to streamline surplus funds recovery processes.
☀︎Expand the business by researching untapped markets, building relationships with attorneys, and forming partnerships with key stakeholders.
☀︎Track and manage leads, cases, and financial metrics to ensure consistent growth and profitability.
What We’re Looking for in a Partner
The ideal candidate will have:
Professional Experience
✚PROVEN experience in surplus funds recovery or a related field (such as real estate, probate, legal, or financial services).
✚Strong understanding of state-specific and county-specific rules governing surplus funds recovery.
✚Business Acumen
Demonstrated success in managing or running a business, with a clear understanding of operations, sales, and growth strategies.
✚Ability to create and implement systems for lead generation, case management, and client communication.
Technical Skills
✚Proficiency with online research tools and familiarity with county property records, legal filings, and surplus fund databases.
✚Comfortable using customer relationship management (CRM) software and other tools to organize and track cases.
Personal Attributes
✚Highly organized and detail-oriented to handle the intricacies of surplus funds recovery.
✚Self-motivated and able to work independently from a quiet home office without constant supervision.
✚Strong interpersonal skills, with the ability to build trust and rapport with clients who may be skeptical or unaware of their rights.
Additional Requirements
⚝A quiet home office environment equipped with reliable internet, phone, and basic office technology.
⚝A passion for helping people reclaim what’s rightfully theirs and ensuring a high level of integrity in every interaction.
What We Offer
By joining forces with us, you’ll have the opportunity to:
