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
- Meet clients in their homes and deliver personalized estate planning solutions
- Work with warm, pre-qualified leads; focus on closing and building trust
- Rely on full support team for marketing, paperwork, and logistics
- Build a book of business within a protected territory
- Choose full-time or part-time schedule with unlimited earnings potential
- Receive ongoing training and coaching
- Help families protect assets and secure their legacies
Requirements
- Successful closers comfortable with in-home sales and consultative selling
- Strong relationship-building and trust-based communication skills
- Empathetic communicator who thrives in one-on-one settings
- Self-motivated with desire for independence and growth
- Comfortable conducting in-home kitchen-table presentations