Outside Sales

• Conduct engaging in-home sales presentations of estate planning products to prospective clients
• Attract and close new business using qualified leads provided by the company
• Use CRM to manage leads, appointments, and follow-up
• Provide follow-through and post-sale support to clients
• Travel within assigned state/territory and meet clients face-to-face
• Participate in comprehensive training and ongoing coaching
• Meet sales targets and pursue monthly bonuses and company incentives

Outside Sales Representative

Outside Sales

Outside Sales Professional

Outside Sales Expert

Part-Time Territory Sales Associate