Outside Sales

• Conduct engaging in-home sales presentations to prospective clients for estate-planning products
• Attract and close new business using qualified leads provided
• Follow up and maintain client relationships with strong closing and follow-through
• Use CRM to manage leads, appointments, and sales records
• Participate in comprehensive training and ongoing support programs
• Travel within assigned state and meet clients face-to-face
• Work toward monthly bonuses, company trips, and other incentives

Outside Sales Expert

Outside Sales

Outside Sales Professional