Outside Sales Representative - Estate Planning (In-Home)
About The Position
This role offers a purpose-driven career with high income potential and control over your schedule. You will be provided with qualified, warm leads for estate planning solutions, a product that every family needs. Join a growing company with minimal competition and a system designed for experienced closers. You will meet with clients in their homes, build trust, identify needs, and guide them through estate planning. The role involves managing the full sales process, from presentation to closing and follow-up using a CRM. The product delivers peace of mind and long-term protection for families.
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.
Responsibilities
- Meet with clients in their homes using qualified, warm leads.
- Build trust, uncover needs, and guide families through estate planning solutions.
- Run the full sales process: present, close, and follow up using the CRM.
- Represent a program that delivers peace of mind and long-term protection for families.
Benefits
- Uncapped income potential
- Typical income of $1,650–$2,550+ per week
- Monthly bonuses averaging $900–$1,200+
- Company-sponsored trips and performance incentives
- Qualified, warm leads provided
- Comprehensive training and ongoing support
- Strong work-life balance – fewer nights and weekends than most sales roles
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
