Outside Sales Representative | Estate Planning | Warm Leads

United Placement Group•Kenosha, WI

2d•Onsite

About The Position

This is an outside sales role focused on estate planning, where representatives meet with pre-qualified families in their homes. The company provides warm leads, meaning clients have already expressed interest in estate planning services. The role involves guiding families through estate planning solutions, managing the full sales cycle from presentation to closing, and utilizing a CRM for pipeline management. The product is described as essential for every family, with minimal marketplace competition and no license required. The company has a 40+ year history and offers ongoing support, protected territories, and a flexible schedule.

Requirements

At least 3 years of successful outside, in-home, or direct-to-consumer sales experience.
A proven track record of closing — you hit targets and you know how to finish.
Comfortable using a CRM and basic technology to manage your pipeline.
Reliable personal transportation — daily in-home visits are the core of this role.
Must reside in the state where you are applying.

Nice To Haves

Backgrounds in final expense, home improvement, solar, financial services, or insurance translate directly.

Responsibilities

Meet with warm, pre-qualified families in their homes, working your territory on your schedule.
Build trust, identify needs, and guide families through simple, meaningful estate planning solutions.
Run the full sales cycle: present, close, and follow up using our CRM.
Represent a product with genuine purpose — protecting families' assets and legacies.