Outside Sales Representative - Estate Planning - Warm Leads, Protected Territory
About The Position
We are seeking an experienced Outside Sales Representative specializing in Estate Planning. This role focuses on meeting with seniors and families who have already expressed interest in estate planning. You will run a steady flow of company-generated warm appointments, presenting solutions in a consultative, client-first manner without high-pressure tactics. The goal is to build trust and guide families through meaningful legacy decisions. This is a field-based role within your protected territory, allowing you to focus on selling while we provide warm leads and manage administrative tasks.
Requirements
- Proven outside or in-home sales experience (insurance, final expense, home improvement, financial services, etc.)
- Strong presentation and communication skills
- Self-motivated, disciplined, and comfortable owning your schedule
- Reliable transportation and comfort in a commission-based environment
Responsibilities
- Meet with seniors and families who’ve already expressed interest in estate planning
- Run a steady flow of company-generated warm appointments
- Present solutions in a consultative, client-first way (no high-pressure tactics)
- Build trust and guide families through meaningful legacy decisions
Benefits
- Warm, no-cost leads delivered to your company inbox — no cold calling
- Uncapped commissions, paid weekly
- Protected territory you control
- Established company with 40+ years in the market
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
