United Placement Group

Estate Planning Sales Consultant

United Placement Group

full-time

Posted on:

Origin:  • 🇺🇸 United States

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Salary

💰 $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