United Placement Group

Outside Sales Representative

United Placement Group

full-time

Posted on:

Location: Wisconsin • 🇺🇸 United States

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Job Level

Senior

About the role

  • Conduct engaging in-home presentations
  • Educate, empathize with clients, and close sales to secure estate planning services
  • Work part-time or full-time with a flexible schedule and local travel
  • Work with warm, inbound, pre-qualified leads (no cold calling or prospecting)
  • Present lifetime membership options and connect clients with qualified attorneys
  • Coordinate concierge follow-up program and help clients with wills, trusts, incapacity documents
  • Operate within a protected 100-mile territory and pursue uncapped commission-based sales goals

Requirements

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