Outside Sales Representative – Estate Planning
United Placement Group
Outside Sales Expert – Estate Planning
United Placement Group
full-time
Posted on:
Origin: • 🇺🇸 United States • Tennessee
Visit company websiteSalary
💰 $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.
- 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
- No license required! This is NOT insurance, no regulatory hurdles
- Weekly and monthly bonuses, company-sponsored trips, extra incentives for top performers
- Comprehensive, industry-specific training—get up to speed fast
- Meaningful work with an in-demand product and loyal client base
- All sales materials and support—focus all your energy on closing and earning
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