United Placement Group

Outside Sales Representative, In-Home

United Placement Group

full-time

Posted on:

Origin:  • 🇺🇸 United States • Wisconsin

Visit company website
✨ AI Apply
Manual Apply

Job Level

Senior

About the role

  • 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

Requirements

  • 4+ years outside or in-home sales experience
  • Direct-to-consumer sales experience (especially in-home)
  • Confident communicator able to simplify complex topics with empathy
  • Solid basic computer and office skills
  • Reliable transportation for local travel
  • Independent, motivated, and organized
  • Resume required