We are a 40+ year estate planning company serving the senior market. We provide warm, qualified leads, handle marketing, client intake, and back-office work, allowing you to focus on meeting with clients, building rapport, and closing business. This role does not require insurance licensing, underwriting, or medical involvement. You will meet with qualified seniors and families in a consultative, face-to-face setting, educate them on estate planning options, and guide them to solutions that protect their assets and bring peace of mind. We offer focused training, ongoing support, and a flexible schedule with a protected territory.
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Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed