Estate Planning Sales: Control Your Schedule & Income | Warm Leads Only

United Placement Group • Ottumwa, IA

8d • Onsite

About The Position

Join a thriving, 43-year-old estate planning leader where you’ll never cold call, fight underwriting, or chase endless paperwork again. This opportunity offers exclusive work with warm, qualified leads in the senior market, eliminating the need for prospecting or marketing spend. You will meet with clients in a consultative, in-person sales setting, educating them on estate planning solutions and guiding them to the right package. A protected, exclusive territory of a 100-mile radius is provided to maximize your time, impact, and income. You will also receive full administrative and case support to focus on revenue-producing activities.

Requirements

• Proven track record in consumer-direct or in-home outside sales
• Strong communication, presentation, and relationship-building skills
• Self-motivated, competitive, and comfortable in a commission-driven environment
• Reliable transportation and the ability to travel within your assigned territory

Nice To Haves

• No cold calling, ever: You work exclusively with warm, qualified leads in the senior market.
• Warm, real-time leads provided: Spend your time presenting and closing—not prospecting.
• No licensing or underwriting: No insurance license required; our model removes underwriting barriers and paperwork headaches.
• Protected, exclusive territory: Producing reps receive a 100-mile radius to maximize time, impact, and income.
• Full support team: Administrative and case support so you stay focused on revenue-producing activity.

Responsibilities

• Meet with qualified seniors and families in a consultative, in-person sales setting
• Educate clients on estate planning solutions and guide them to the right package
• Manage a consistent pipeline of company-generated appointments in your territory
• Represent the company with professionalism, empathy, and a client-first mindset

Benefits

• Uncapped commission and performance incentives paid weekly
• Warm leads provided at no cost—no prospecting or marketing spend required
• Specialized training, ongoing mentorship, and clear pathways to higher income and leadership roles
• Flexible schedule and long-term growth opportunities in a stable, 43-year-old organization

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed