Outside Sales Representative - Estate Planning (In-Home)

United Placement Group•Tyler, TX

9h•Onsite

About The Position

This role is for a proven outside sales professional who desires high income, schedule control, and meaningful work assisting families with estate planning. The company provides qualified, warm leads for a necessary product with minimal competition and strong pricing. The company has a system designed for experienced closers to succeed. The representative will meet with clients in their homes, build trust, identify needs, and guide families through estate planning solutions. The role involves managing the full sales process, including presenting, closing, and following up using a CRM, while representing a program that offers peace of mind and long-term protection.

Requirements

At least 3 years of successful outside, in-home, or direct-to-consumer sales experience
Proven track record of closing and hitting or exceeding targets
Strong communication, organization, and time management skills
Comfortable using a CRM and basic computer tools
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)
You focus on closing quality appointments instead of chasing cold leads

Responsibilities

Meet with clients in their homes using qualified, warm leads on your schedule
Build trust, uncover needs, and guide families through straightforward estate planning solutions
Run the full sales process—present, close, and follow up using our CRM
Represent a program that delivers real peace of mind and long-term protection for families