Outside Sales

• Conduct engaging sales presentations to prospective clients in their homes
• Attract new business and close sales of estate-planning products
• Use company-provided qualified leads rather than cold calling
• Maintain and update CRM with client interactions and sales activity
• Follow up with prospects and manage relationships to drive conversions
• Travel within a protected 80-mile radius to meet clients for in-home appointments
• Participate in comprehensive training and ongoing coaching provided by the company
• Coordinate with administrative support and use provided sales materials

Experienced Outside Sales Professional

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