About the role
- 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
Requirements
- Minimum 2 years’ proven success in outside/direct-to-consumer/in-home sales
- Exceptional closing and follow-through skills
- Outstanding interpersonal and time management abilities
- Reliable transportation and willingness to meet clients face-to-face
- Must reside in the state of application
- Familiarity with computers and experience using a CRM system
- No license required (position is not insurance)
- Uncapped income potential – expect to earn $1,650–$2,550+ per week
- Monthly bonuses – add another $900–$1,500+
- Company-sponsored trips & incentives
- Qualified Leads – no endless prospecting
- Comprehensive training & ongoing support
- Quality of Life Work Schedule (limited nights and weekends)
- Unique product with little competition
- No license required (not insurance)
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft skills
closing skillsfollow-through skillsinterpersonal abilitiestime management abilities