Outside Sales Representative — Estate Planning

Job overview

The Outside Sales Representative — Estate Planning role is onsite in Milwaukee, WI, with meetings at families’ homes and a protected territory of up to 100 miles. Compensation is commission-only: $750 per sale, paid weekly, plus weekly and monthly production bonuses and incentive trips for top performers; there is no base salary or guaranteed income. The role promotes the Legacy Assurance Plan estate planning membership plan through United Placement Group. The representative meets with warm, pre-qualified families, explains wills, trusts, and powers of attorney, and helps families enroll in the membership plan. Network attorneys handle the legal work, while the home office provides administrative support.

What you'll do

• Meet with warm, pre-qualified families in their homes
• explain wills, trusts, and powers of attorney
• help families enroll in the estate planning membership plan.

What we're looking for

Skills & competencies

outside sales

estate planning

commission-only

warm leads

in-home sales

wills

trusts

powers of attorney

milwaukee wi

united placement group

$750 per sale

Work arrangement

• Weekend coverage required

Benefits & perks

• Weekly and monthly production bonuses and incentive trips for top performers.

Why this role

The posting states no insurance license is needed and describes a protected territory of up to 100 miles. Requires reliable transportation and comfort with a CRM; three or more years of outside, in-home, or direct-to-consumer sales experience is requested.

About the employer

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