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Estate Planning Sales Representative

United Placement Group · Mount Pleasant, MI · Estate planning sales

Compensation

$2k – $3k /yr

Employment type

Full-time

Work setting

On-site

Location

Mount Pleasant, MI

Schedule

Day shift

Posted

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Job overview

The Estate Planning Sales Representative role is listed in Mount Pleasant, MI. Compensation is stated as $1,650–$2,550+ per week, with monthly bonuses of $900–$1,500+; the posting also describes uncapped income potential. United Placement Group presents estate planning as a needed product and provides qualified leads, training, and ongoing support. The representative conducts sales presentations, meets prospective clients, and develops new business using qualified leads rather than cold prospecting. The role supports access to estate-planning products by helping clients understand the offering and complete a purchase.

What you'll do

  • Conduct sales presentations to prospective clients
  • meet clients face-to-face
  • use qualified leads
  • develop new business
  • follow up and close sales
  • maintain client communication and organization.

What we're looking for

Skills & competencies
estate planning sales
outside sales
in-home sales
mount pleasant mi
united placement group
qualified leads
no cold calling
commission sales
uncapped income potential
monthly bonuses
training and support
full-time
Work arrangement
  • Weekend coverage required

Benefits & perks

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

Why this role

Qualified leads, no cold calling, no license required, and company-sponsored trips and incentives.

About the employer

United Placement Group is hiring for this role. Industry: Other Individual and Family Services. Sector: 62.

Additional details

Industry sector
62
Industry
Other Individual and Family Services
Occupation code
41-3091.00
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