Estate Planning Sales: Control Your Schedule & Income | Warm Leads Only

United Placement Group • Des Moines, IA

7d • Onsite

About The Position

This is an outside sales representative role focused on estate planning for the senior market. The company is a 43-year-old leader in the field and provides warm, qualified leads, eliminating the need for cold calling, underwriting, and extensive paperwork. Representatives will work within a protected, exclusive territory and receive full support from an administrative and case support team. The role involves meeting with clients in person, educating them on estate planning solutions, and managing a pipeline of company-generated appointments.

Requirements

• Proven track record in consumer-direct or in-home outside sales
• Strong communication, presentation, and relationship-building skills
• Self-motivated, competitive, and comfortable in a commission-driven environment
• Reliable transportation and the ability to travel within your assigned territory

Responsibilities

• Meet with qualified seniors and families in a consultative, in-person sales setting
• Educate clients on estate planning solutions and guide them to the right package
• Manage a consistent pipeline of company-generated appointments in your territory
• Represent the company with professionalism, empathy, and a client-first mindset

Benefits

• Uncapped commission and performance incentives paid weekly
• Warm leads provided at no cost
• Specialized training, ongoing mentorship, and clear pathways to higher income and leadership roles
• Flexible schedule and long-term growth opportunities

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed