About The Position

This outside sales role focuses on estate planning products and services. The position involves conducting sales presentations with prospective clients and attracting new business through qualified appointments provided by the company. The company offers training and ongoing support, and describes the role as purpose-driven, with an in-demand product and limited competition. No license is required; the offering is not insurance. Applicants must live in the state and local area for which they apply and be willing to meet clients face-to-face. The posting advertises uncapped earning potential of $1,650–$2,550+ per week, monthly bonuses of $900–$1,500+, and company-sponsored trips and incentives. It also describes a schedule that does not require working most nights and weekends.

Requirements

  • At least 3 years of successful outside, direct-to-consumer, or in-home sales experience.
  • Exceptional closing and follow-through skills.
  • Outstanding interpersonal, communication, organizational, and time-management abilities.
  • Familiarity with computers and prior experience using a CRM system.
  • Reliable transportation and willingness to meet clients face-to-face.
  • Must reside in the state and local area of the job posting.

Responsibilities

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

Benefits

  • Uncapped income potential; advertised earnings of $1,650–$2,550+ per week.
  • Monthly bonuses of $900–$1,500+.
  • Company-sponsored trips and incentives.
  • Qualified leads and appointments; no cold calling or endless prospecting.
  • Comprehensive training and ongoing support.
  • Work schedule described as not requiring most nights and weekends.
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