United Placement Group

Sales Representative, Estate Planning

United Placement Group

full-time

Posted on:

Origin:  • 🇺🇸 United States

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Job Level

Mid-LevelSenior

About the role

  • Take your sales career to the next level helping families secure their legacies through in-home estate planning presentations
  • Conduct in-home, kitchen-table presentations delivering personalized estate planning solutions
  • Warm, pre-qualified leads provided—no prospecting required
  • Full support team handles marketing, paperwork, and logistics
  • Protected territory with exclusive access to producing areas
  • Unlimited earnings; choose full-time or part-time
  • Ongoing training, coaching, and professional development
  • High-impact role helping families protect assets and plan for their future
  • Join an award-winning organization focused on estate and business planning

Requirements

  • Comfortable with in-home, kitchen-table sales and consultative selling
  • Strong relationship-building and closing skills
  • Empathetic communicator thriving in one-on-one settings
  • Seeking independence with team support and proven systems