Sales Executive, Tax
Thomson Reuters
Outside Sales Representative – Estate Planning Services
United Placement Group
full-time
Posted on:
Location Type: Hybrid
Location: Corsicana • Texas • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Selling estate planning solutions in the senior market
- Getting exclusive, company-generated leads and the tools and training to succeed
- Managing your schedule, running appointments, and connecting with clients
- Participating in extensive training on estate planning, presentations, and closing strategies
- Receiving weekly support calls and mentorship from seasoned professionals
- Understanding realistic expectations based on top earners' actual earnings
Requirements
- Experienced in-home sales professionals with “kitchen table” presentation skills
- Proven ability to close sales on the first appointment
- Tech-savvy and comfortable with virtual documents and scheduling tools
- Self-driven, organized, and willing to travel throughout your assigned territory
- Resilient and positive under pressure – you don’t take “no” personally
- Able to self-manage from a home office and stay engaged with company training
- Financially prepared to cover personal and travel expenses during the start-up phase
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft skills
in-home salespresentation skillsclosing salesself-drivenorganizedresilientpositive under pressureself-managementengagement with training