United Placement Group

Outside Sales Expert – Estate Planning

United Placement Group

full-time

Posted on:

Origin:  • 🇺🇸 United States

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Salary

💰 $85,800 - $132,600 per year

Job Level

JuniorMid-Level

About the role

  • Qualified leads provided; no prospecting or cold calling
  • Conduct in-home, kitchen-table presentations to educate and enroll new clients
  • Leverage pre-set, pre-qualified leads to develop your book of business
  • Build genuine relationships and guide clients through estate planning decisions
  • Work with support: CRM, materials, admin, training, and mentorship
  • Protected 80-mile territory; flexibility and autonomy while serving seniors

Requirements

  • Minimum 2 years’ proven success in outside/direct-to-consumer/in-home sales
  • Exceptional closing and follow-through skills
  • Outstanding interpersonal and time management abilities
  • Tech savvy; familiar with CRM systems and remote reporting
  • Reliable transportation and willingness to meet clients face-to-face
  • Must reside in the state of application
  • Only experienced outside sales experts with a proven track record