About The Position

This is a purpose-driven estate planning sales role focused on presenting products to prospective clients and attracting new business. The company provides qualified leads, training, and ongoing support, allowing sales representatives to focus on client appointments and closing sales rather than prospecting. No license is required, and the position is not insurance sales. Candidates must live in the state where they apply and be willing to meet clients face-to-face. The posting advertises uncapped income potential, expected earnings of $1,650–$2,550+ per week, monthly bonuses of $900–$1,500+, and company-sponsored trips and incentives. The schedule is described as avoiding most nights and weekends.

Requirements

  • At least 3 years of successful outside or in-home sales experience is stated as necessary for consideration.
  • At least 2 years of proven success in outside, direct-to-consumer, or in-home sales is also listed.
  • Exceptional closing and follow-through skills.
  • Outstanding communication, interpersonal, 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 of application.

Responsibilities

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

Benefits

  • Uncapped income potential; expected earnings of $1,650–$2,550+ per week.
  • Monthly bonuses of $900–$1,500+.
  • Company-sponsored trips and incentives.
  • Qualified leads and no prospecting.
  • Comprehensive training and ongoing support.
  • Schedule avoids most nights and weekends.
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