Senior Market Sales Representative - Estate Planning (No License Required)
About The Position
This outside sales role is with a thriving, 42-year-old estate planning company. It offers a unique opportunity for proven outside sales professionals or insurance agents to serve the senior market without the typical challenges of constant prospecting, cold calling, and extensive paperwork. The company provides prequalified, warm leads in real time, a dedicated internal team for administrative support, and a protected, exclusive territory. This role does not require any insurance licensing, focusing instead on sales expertise and client relationship building. It offers flexibility in scheduling and the chance to help seniors protect their legacy.
Requirements
- Proven track record in consumer-direct outside sales
- Excellent communication and people skills
- Team-oriented mindset with strong self-motivation
- Reliable transportation
- Comfort meeting clients face-to-face
- Sales expertise
Nice To Haves
- Insurance sales experience
- Senior market experience
Responsibilities
- Meet with prequalified, warm leads.
- Build relationships with clients.
- Close business.
- Focus on client needs and protecting their legacy.
- Manage your own schedule.
- Utilize sales expertise in a client-facing role.
Benefits
- Specialized training and ongoing mentorship
- Weekly pay
- Uncapped commissions
- Trip incentives
- Warm leads provided in real time—no prospecting required
- Vacation
- PTO
- Clear growth opportunities
- Never any required insurance licensing
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
