
Home Visit Sales Professional
United Placement Group
full-time
Posted on:
Location: Wisconsin • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Conduct engaging in-home presentations to seniors
- Educate clients about estate planning, wills, trusts, incapacity documents, and membership benefits
- Empathize with clients, answer questions, and close sales
- Work warm, inbound, pre-qualified leads (no prospecting)
- Schedule work flexibly; work part-time or full-time and set own schedule
- Coordinate with attorneys and concierge follow-up program to deliver lifetime memberships
- Travel locally within protected territory (up to 100-mile radius for producing reps)
Requirements
- 4+ years outside or in-home sales experience
- Proven closer (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