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Salary
$86k – $133k per year
Location
In office
Seniority
Senior · 3+ years exp
Employment
Full-Time
Overview
Company
Impact
Profile match
United Placement Group connects employees with employers to meet staffing needs for companies in several industries. See our job postings to learn more!

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!

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