Territory Sales Representative - Estate Planning (1099)

United Placement Group • Bettendorf, IA

23h • Onsite

About The Position

Legacy Assurance Plan is seeking an Outside Sales Representative for Estate Planning. This is a 1099 independent contractor role focused on selling estate planning membership plans (wills, trusts, and power of attorney documents) to families. The representative will meet with warm, pre-qualified leads in their homes within a protected territory, explain the membership plan, answer questions, and close enrollments. Compensation is commission-based with bonuses and incentive trips for top performers. All leads are provided at no cost.

Requirements

• 3+ years of outside, in-home, or direct-to-consumer sales experience.
• Documented record of meeting or exceeding sales targets.
• Comfort using a CRM to manage a pipeline.
• Reliable personal transportation for daily in-home visits.
• Must currently reside in [state].

Nice To Haves

• Comfortable with 100% commission pay.
• Prefer daily field work over office/B2B selling.
• Desire a protected territory with company-provided leads.

Responsibilities

• Meet with warm, pre-qualified families in their assigned territory.
• Present and explain the estate planning membership plan.
• Answer questions and close enrollments.
• Manage pipeline and follow-ups in the CRM.
• Run your own schedule within your protected territory.

Benefits

• $750 commission per sale, paid weekly
• Weekly and monthly production bonuses
• Company-sponsored incentive trips for top performers
• All leads provided at no cost

What This Job Offers

• Career Level: Senior
• Education Level: No Education Listed