United Placement Group

Sales Representative – Estate Planning

United Placement Group

full-time

Posted on:

Origin:  • 🇺🇸 United States

Visit company website
AI Apply
Manual Apply

Job Level

Mid-LevelSenior

About the role

  • Conduct in-home, kitchen-table estate planning presentations delivering personalized solutions.
  • Work exclusively with warm, pre-qualified leads (no prospecting).
  • Focus on closing while marketing, paperwork, and logistics are handled by a full support team.
  • Build a book of business within a protected territory close to home.
  • Choose full-time or part-time; unlimited earnings based on effort and schedule.
  • Receive ongoing coaching and professional development; make a high impact helping families secure their futures.

Requirements

  • Comfortable conducting in-home "kitchen table" presentations and consultative selling.
  • Proven closer with relationship-driven sales experience.
  • Empathetic communicator who thrives in one-on-one trust-building settings.
  • Self-motivated and seeking a path to independence with strong team support and proven systems.