Estate Planning Sales Representative

Job overview

The Estate Planning Sales Representative role is onsite in Pelham, AL. The posting states earnings of $1,650–$2,550+ per week, plus monthly bonuses of $900–$1,500+; it also describes uncapped income potential. United Placement Group offers qualified leads, training, and ongoing support for estate planning sales. The representative conducts sales presentations with prospective clients, develops new business, and works to close sales of estate planning products. The role is intended for experienced outside or in-home sales professionals who can meet clients face-to-face and manage follow-through.

What you'll do

• Conduct sales presentations to prospective clients
• attract new business
• work qualified leads
• close sales
• meet clients face-to-face
• use communication, organization, time-management, and CRM skills.

What we're looking for

Skills & competencies

full-time

estate planning sales

pelham al

united placement group

outside sales

in-home sales

qualified leads

sales presentations

crm

no license required

$1,650–$2,550+ weekly

monthly bonuses

company-sponsored trips

flexible schedule

Work arrangement

• Weekend coverage required

Benefits & perks

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

Why this role

The posting says no license is required and describes qualified leads, no cold calling, training, and company-sponsored trips and incentives.

About the employer

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