Outside Sales Representative - Estate Planning (In-Home Sales) 100k Potential
About The Position
This is a unique opportunity for a proven sales professional to join a growing estate planning company. The role offers a high-income potential where effort directly drives success. The company provides a meaningful product that families truly need, with minimal competition, qualified leads, strong pricing, and company support. The position focuses on conducting in-home sales presentations, building trust with clients, guiding them through estate planning solutions, and closing sales while managing follow-up through a CRM system. The product offers real value and peace of mind to families.
Requirements
- Minimum 3 years of successful outside, in-home, or direct-to-consumer sales experience
- Proven track record of closing sales and meeting or exceeding targets
- Strong communication, organization, and time management skills
- Comfortable using a CRM and basic computer systems
- Reliable transportation and willingness to meet clients in person
- Must reside in the state where you are applying
Nice To Haves
- No license required (this is not insurance)
- Focus on closing, not chasing leads
Responsibilities
- Conduct in-home sales presentations with qualified prospects
- Build trust with clients and guide them through estate planning solutions
- Close sales and manage follow-up through a CRM system
- Represent a product that provides real value and peace of mind to families
Benefits
- Uncapped income potential – your earnings are driven by your sales ability and effort
- Typical earnings of $1,650–$2,550+ per week
- Monthly bonuses averaging $900–$1,500+
- Company-sponsored trips and performance incentives
- Qualified leads provided – no cold calling required
- Comprehensive training and ongoing support
- Work-life balance – limited nights and weekends compared to typical sales roles
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
