Outside Sales Representative | Estate Planning | Warm Leads

United Placement Group•Reedsburg, WI

2d•Onsite

About The Position

This is a unique opportunity for experienced outside sales professionals who are tired of chasing leads and fighting for territory. We provide warm, qualified leads for estate planning services, meaning families have already expressed interest in assistance. You will control your own schedule, work within a protected territory, and earn commissions on every plan you close. This role does not involve cold calling, requires no insurance license, and does not involve insurance underwriting. You will be presenting a straightforward and essential product to families. Estate planning is a necessary service for every family, not a luxury item, making it a less competitive market. Our company has a 40+ year history with a proven system, competitive pricing, and ongoing support. We offer a flexible schedule that you control, allowing you to set your own appointments and work at your own pace. Your protected territory ensures that your leads and clients are exclusively yours.

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.