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