Estate Planning Sales Consultant
United Placement Group
full-time
Posted on:
Location: 🇺🇸 United States
Visit company websiteSalary
💰 $100,000 per year
Job Level
Senior
About the role
- Conduct flexible, in-home sales presentations with compassion and confidence
- Educate prospective clients on our lifetime membership and estate planning benefits
- Convert warm, qualified leads into long-term members (no prospecting required!)
- Manage your pipeline and report activity through our CRM
- Stay connected with weekly team web conferences and ongoing training
- Make a difference by guiding seniors and families through life-changing planning
- Earn with confidence knowing every appointment is a warm lead, never a cold call
- Grow your career with full training, mentorship, and advancement opportunities
Requirements
- 2+ years of in-home/outside sales experience (required)
- A proven track record of closing sales
- Strong communication, organizational, and time management skills
- Computer proficiency (CRM, electronic signatures, email)
- Reliable transportation and residency within the territory you’re applying for