Estate Planning Sales Representative

Job overview

The Estate Planning Sales Representative role is listed in Big Rapids, MI, and requires candidates to live in the state where they apply and meet clients face-to-face. The posting describes earnings of $1,650–$2,550+ per week, plus monthly bonuses of $900–$1,500+; compensation is presented as earning potential. United Placement Group offers estate-planning products described as addressing a need for families. The representative conducts sales presentations with prospective clients and closes business using qualified leads rather than cold calling. The role helps clients access estate-planning services while building and maintaining customer relationships.

What you'll do

• Conduct sales presentations to prospective clients
• attract new business
• follow up with qualified leads
• meet clients face-to-face
• use communication, organization, and time-management skills
• maintain familiarity with computers and CRM systems.

What we're looking for

Skills & competencies

estate planning sales

outside sales

in-home sales

qualified leads

no cold calling

client presentations

full-time

big rapids mi

united placement group

uncapped income potential

$1,650–$2,550+/week

monthly bonuses

Work arrangement

• Weekend coverage required

Benefits & perks

• Monthly bonuses
• company-sponsored trips and incentives
• comprehensive training and ongoing support
• growth prospects.

Why this role

Qualified leads and training are provided; no license is required; the posting says no cold calling and describes uncapped income potential.

About the employer

United Placement Group is hiring for this role. Industry: All Other Professional, Scientific, and Technical Services. Sector: 54.