United Placement Group

Outside Sales Representative – 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

  • 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 walk clients step-by-step through a critical decision process.
  • Enjoy flexibility, autonomy, and support while making a powerful difference in your community.

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