Outside Sales Representative - Estate Planning - Warm Leads, Protected Territory
United Placement Group•Hibbing, MN
•Onsite
About The Position
This is a field-based sales role focused on estate planning. The company provides warm leads and a protected territory, allowing the sales representative to focus on meeting with clients and closing business. The role involves meeting with seniors and families who have expressed interest in estate planning, presenting solutions in a consultative manner, and building trust to guide families through legacy decisions. The company has been in business for over 40 years.
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 leads provided
- Weekly pay
- Protected territory
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
