About The Position

This is a purpose-driven estate planning sales role with $100,000+ earning potential. The position involves conducting sales presentations with prospective clients and attracting new business through qualified, pre-set leads. The company provides training and ongoing support, and the role does not require a license; it is not an insurance position. Sales are conducted face-to-face with clients. The schedule is described as offering quality of life, with most nights and weekends not required. Applicants must reside in the state where they apply.

Requirements

  • At least 3 years of successful outside or in-home sales experience to be considered, although another section states a minimum of 2 years of in-home sales experience.
  • Proven success in outside, direct-to-consumer, or in-home sales.
  • Strong closing and follow-through skills.
  • Outstanding interpersonal, communication, organizational, and time-management abilities.
  • Computer familiarity and prior experience using a CRM system.
  • Reliable transportation and willingness to meet clients face-to-face.
  • Must reside in the state of application; the posting also says applicants must live in the area of the job posting.

Responsibilities

  • Conduct sales presentations for prospective clients.
  • Attract new business and close sales.
  • Meet clients face-to-face.
  • Follow through with prospective clients.

Benefits

  • Uncapped income potential, with expected earnings of $1,650–$2,550+ per week.
  • Monthly bonuses of $900–$1,500+.
  • Company-sponsored trips and incentives.
  • Qualified leads and no cold calling.
  • Comprehensive training and ongoing support.
  • A schedule that generally does not require working most nights and weekends.
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