Outside Sales

• Conduct engaging sales presentations to prospective clients and attract new business
• Perform in-home appointments and sales demonstrations using qualified leads
• Close sales and follow through to secure customers for estate planning products
• Manage leads, appointments, and follow-up activities in a CRM system
• Travel within an assigned protected 80-mile territory to meet clients
• Use provided sales materials and administrative support to streamline sales process
• Participate in comprehensive training and ongoing support to improve performance
• Focus on relationship-building and meeting sales targets; no cold calling required

Outside Sales Representative, Qualified Leads

Outside Sales Expert

Outside Sales

Outside Sales Professional

Outside Sales Expert

Outside Sales Expert