Estate Planning Sales Representative

Job overview

The Estate Planning Sales Representative role is onsite in Tioga, PA. Compensation is not specified as a fixed salary; the posting describes expected earnings of $1,650–$2,550+ per week, with monthly bonuses of $900–$1,500+. United Placement Group describes the estate-planning product as a needed service and provides qualified leads, training, and support. The representative conducts sales presentations with prospective clients and develops new business by following up on qualified leads and closing sales. The role is intended for experienced outside or in-home sales professionals who can meet clients face-to-face and help families access estate-planning products.

What you'll do

• Conduct sales presentations to prospective clients
• attract new business
• work qualified leads without cold calling or endless prospecting
• meet clients face-to-face
• use communication, organization, and time-management skills to follow through and close sales.

What we're looking for

Skills & competencies

estate planning sales

tioga pa

united placement group

outside sales

in-home sales

qualified leads

no cold calling

no license required

$1,650–$2,550+ per week

monthly bonuses

training and support

face-to-face client meetings

Work arrangement

• Weekend coverage required

Benefits & perks

• Qualified leads, comprehensive training and ongoing support, company-sponsored trips and incentives, and uncapped income potential are described.

Why this role

No license is required, and the posting states this is not insurance. The posting gives conflicting experience thresholds: at least 3 years of successful outside/in-home sales in one section and a minimum of 2 years in another. Must live in the state of application and have reliable transportation. Most nights and weekends are not required, according to the posting.

About the employer

United Placement Group is hiring for this role. Industry: Employment Placement Agencies. Sector: 56.