About The Position

This role is designed for seasoned “kitchen-table” closers who want flexibility, uncapped earning potential, and zero cold calling. You’ll step into pre-set, qualified appointments with clients who have already expressed interest, then use your consultative skills to help them choose the right plan.

Requirements

  • 2+ years of proven outside, in-home, or direct-to-consumer sales success.
  • Comfortable at the “kitchen table” – strong communication, empathy, and rapport-building.
  • High integrity and a genuine desire to help families make informed decisions.
  • Self-directed, organized, and motivated by a performance-based, commission-only role.
  • Reliable transportation and willingness to travel within your local territory.

Responsibilities

  • Conduct in-home one-on-one appointments with pre-qualified families (primarily 55+).
  • Listen, educate, and present estate planning solutions in clear, practical language.
  • Build trust-based relationships and guide clients confidently to a yes.
  • Manage your schedule, territory, and pipeline so your results reflect your effort and closing skills.

Benefits

  • Warm, no-cost leads only – pre-qualified and often pre-set appointments; absolutely no cold calling.
  • Uncapped earning potential – your income is driven by your effort and closing ability, with realistic six-figure potential.
  • Flexible schedule – you control your calendar and build a lifestyle-friendly workweek.
  • Comprehensive training & ongoing support – industry-specific training, sales coaching, and full back-office support so you can focus on selling.
  • Purpose-driven work – help seniors protect their assets, reduce stress for their loved ones, and leave a lasting legacy.
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