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

  • 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