Outside Sales – Estate Planning Services
United Placement Group
full-time
Posted on:
Location Type: Hybrid
Location: Frisco • Texas • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Conduct engaging in-home presentations
- Educate, empathize, and close—helping clients secure their futures
- Work part-time or full-time — you set your own flexible schedule
- Present and sell lifetime membership estate planning services to seniors
- Work warm, inbound, pre-qualified leads with zero prospecting
- Travel locally within protected 100-mile territory as needed
- Coordinate with attorneys and concierge follow-up program to deliver client solutions
Requirements
- Proven closer with 4+ years outside or in-home sales
- Confident communicator who can simplify complex topics with empathy
- Solid basic computer and office skills
- Reliable transportation for local travel
- Independent, motivated and organized
- Direct-to-consumer sales experience — especially in-home
- Resume required
Benefits
- Comprehensive Training: Industry-specific, hands-on, and ongoing
- No Cost, Warm Leads: We invest in YOU so you spend time presenting—not prospecting
- Protected Territory: 100-mile radius for producing reps
- Weekly Pay
- Uncapped commission potential — top reps = $100k+!
- Company Trips & Incentives
- No Special Licensing Required: We’ll teach you all you need
- Total Control: Make your own schedule, full or part time
- Flexible schedule
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft skills
confident communicatorempathyindependentmotivatedorganized