Estate Planning Sales Representative

Job overview

The Estate Planning Sales Representative role is onsite and territory-based in Rehobeth, AL; applicants must live in the state where they apply. Expected earnings are $1,650–$2,550+ per week, with monthly bonuses of $900–$1,500+ described separately. United Placement Group offers estate-planning services intended to address a need for families. The representative conducts sales presentations with prospective clients and develops new business using qualified leads rather than cold calling. The role focuses on explaining estate-planning products, meeting clients face-to-face, and following through to close sales; the posting requires prior outside, direct-to-consumer, or in-home sales success.

What you'll do

• Conduct sales presentations to prospective clients
• attract new business
• meet clients face-to-face
• follow up and close sales using qualified leads. Requires reliable transportation, at least two years of proven outside, direct-to-consumer, or in-home sales experience, communication and organizational skills, time management, and computer and CRM familiarity. No license is required
• the posting states this is not insurance.

What we're looking for

Skills & competencies

estate planning sales

full-time

rehobeth al

united placement group

outside sales

in-home sales

qualified leads

no cold calling

$1,650–$2,550+ weekly

monthly bonuses

face-to-face client meetings

training

no license required

Work arrangement

• Weekend coverage required

Benefits & perks

• Monthly bonuses
• company-sponsored trips and incentives
• comprehensive training and ongoing support
• advancement opportunities.

Why this role

Qualified leads and no cold calling; no license required; uncapped income potential; monthly bonuses; company-sponsored trips and incentives; training and ongoing support; quality-of-life schedule described as not requiring most nights and weekends.

About the employer

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