100k+, Qualified Appointments, Outside Sales Experts, A Job w a Purpose

Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Minimum of 3 years in outside, in-home, or direct-to-consumer sales
  • Strong closing skills and professional presentation abilities
  • Excellent communication, organization, and time management skills
  • Familiarity with computers and CRM software
  • Reliable transportation for face-to-face meetings
  • Residency in the state and area of application

Responsibilities

  • Conduct in-home and face-to-face sales presentations with qualified prospects
  • Educate clients on estate planning solutions and facilitate their decision-making
  • Build trust-based relationships and efficiently close sales
  • Manage follow-ups and client activities using a CRM system
  • Maintain strong time management and organizational practices

Benefits

  • Uncapped commission structure allowing high earnings
  • Qualified appointments provided, eliminating cold calling
  • High-demand product with minimal competition
  • Comprehensive training and ongoing support offered
  • Clear opportunities for growth within the organization
  • Quality-of-life schedule with no required nights or weekends
Full Job Description
Estate Planning Sales Representative

Uncapped Commission $100,000+ Earning Potential Purpose-Driven Career

Location: Must reside in the state and area of Job Posting
Employment Type: Outside / In-Home Sales
License Required: None (This is not insurance)

Qualified Pre-set Appointments
Overview

We are seeking experienced outside sales professionals to represent a high-demand estate planning solution that provides real value to families. This role offers substantial earning potential, qualified appointments, minimal competition, and the opportunity to build a meaningful, purpose-driven career.

Estate planning is a need-based product, not a discretionary purchase. Our affordable solutions help families protect their assets and plan for the future-making this a rewarding role both professionally and personally.

****** Please do not Apply if you do Not have the required outside Sales Experience per the Jog Posting !
Position Responsibilities
  • Conduct in-home and face-to-face sales presentations with qualified prospects
  • Educate clients on estate planning solutions and guide them through the decision-making process
  • Build trust-based relationships and close sales efficiently
  • Manage follow-ups, documentation, and client activity using a CRM system
  • Maintain strong time management and organizational practices
Qualifications
  • Minimum of 3 years of proven success in outside, in-home, or direct-to-consumer sales (required)
  • Strong closing skills and professional presentation abilities
  • Excellent communication, organization, and time management skills
  • Comfortable using computers and CRM software
  • Reliable transportation and ability to meet clients in person
  • Must reside in the state and area where applying
Compensation & Incentives
  • Uncapped commission structure
  • Average earnings of $1,650-$2,550+ per week
  • Plus, Monthly bonuses ranging from $900-$1,500+
  • Company-sponsored trips, contests, and performance incentives
What We Offer
  • Qualified Appointments provided - no cold calling or endless prospecting
  • High-demand product with little competition
  • Comprehensive training and ongoing support
  • Clear growth opportunities within the organization
  • Quality-of-life schedule - no requirement to work most nights or weekends !
Why This Opportunity Is Different
  • Estate planning is essential for every family, creating consistent demand
  • Minimal market saturation compared to industries like insurance or solar
  • No licensing or regulatory barriers
  • A sales role where you can make a meaningful impact while earning at a high level
How to Apply

Qualified candidates are encouraged to apply with a current resume. We look forward to connecting with professionals ready to elevate their sales career while making a difference.

What You Bring
  • Minimum 3 years' proven success in outside/direct-to-consumer/in-home sales
  • Exceptional closing and follow-through skills
  • Outstanding interpersonal and time management abilities
  • Reliable transportation and willingness to meet clients face-to-face
  • Must reside in the state of application

To join our team and take your sales career to new heights with substantial earning potential and a purpose-driven career, apply now with your current resume. We can't wait to hear from you!

About United Placement Group

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