About The Position

This entry-level sales role focuses on building real sales skills and earning money with a consistent schedule. It offers an opportunity to gain confidence on the phone, learn to guide meaningful conversations, and see effort translate directly into results. The role involves following up with warm leads who have already expressed interest in preplanning, setting client appointments for them to meet with a local professional to craft an intentional plan, and improving communication and influence skills. The position offers a full-time rhythm with room to breathe, a chance to champion needed solutions with a recession-resistant product, and a stable base salary with unlimited bonuses.

Requirements

  • Interest in sales
  • Demonstrated common sense, compassion, and empathy, on the phone and with colleagues
  • Ability to work a hybrid schedule - preference for those who can periodically work in office in our Orem, Utah location.
  • Comfortability with PC operations, software and video conferencing
  • Ability to type notes effectively

Nice To Haves

  • Experience with CRM systems

Responsibilities

  • Follow up with warm leads who have already expressed interest in preplanning.
  • Set client appointments to meet with a local professional to craft an intentional plan.
  • Develop communication, influence, and conversation momentum skills.
  • Type notes effectively.

Benefits

  • Ongoing training and professional development
  • Full-time schedule (40/hr/week)
  • Competitive hourly salary
  • Unlimited monthly bonuses
  • Dynamic, fun and engaging in-office culture including ping pong, snacks and genuinely kind and caring co-workers
  • Clear path to advance within the team as you grow your skills
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