Sales Representative, Estate Planning
United Placement Group
full-time
Posted on:
Location: 🇺🇸 United States
Visit company websiteJob 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