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About The Position

Legacy Assurance Plan is seeking an Outside Sales Representative specializing in Estate Planning. This is a commission-only, 1099 independent contractor role where you will meet with warm, pre-qualified leads in their homes within a protected territory. You will present and explain our estate planning membership plans, which include wills, trusts, and power of attorney documents, and guide families through the enrollment process. The role involves managing your pipeline and follow-ups using a CRM and running your own schedule.

Requirements

  • 3+ years of outside, in-home, or direct-to-consumer sales experience
  • A 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 your assigned territory
  • Present and explain the estate planning membership plan
  • Answer questions and close enrollments
  • Manage your 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

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