Outside Sales

• Conduct engaging in-home presentations
• Educate clients, empathize, and close sales for estate planning memberships
• Work warm inbound, pre-qualified leads with no prospecting
• Connect seniors to qualified attorneys for custom estate plans and essential documents
• Provide information on wills, trusts, incapacity, and follow-up concierge services
• Set own schedule (part-time or full-time) and travel locally within protected territory
• Participate in company training and incentive programs

Outside Sales Representative, In-Home

Senior Director, Professional Field Sales – Education

Territory Sales Manager

Field Sales Merchandiser, Rocky Mountain Region

Director, Regional Field Sales – Enterprise

Mortgage Loan Officer – Outside Sales