Estate Planning Sales Rep

United Placement Group; Remote; CAD 1,000 - 3,000; Full time

Job summary

A leading estate planning firm in Canada is seeking confident sales professionals to join their team. This role offers uncapped commission-based earning potential, with estimated weekly incomes between $1,650–$2,550 and opportunities for leadership growth. The ideal candidate should have 2+ years of sales experience, exceptional communication skills, and a passion for helping seniors secure their futures. With comprehensive training and flexible scheduling, this position allows you to balance work with your life responsibilities while maximizing your earning potential.

Benefits

Uncapped commission-based earnings

Monthly production bonuses

Company-sponsored trips

Comprehensive training and mentorship

Flexible schedule

Qualifications

• 2+ years of in-home or consumer-direct sales experience in financial services, insurance, or similar roles.
• Comfortable working in a commission-driven environment.
• Ability to explain important concepts clearly and compassionately.

Responsibilities

• Conduct needs-based sales presentations with prospective clients in the 55+ market.
• Help families understand the value of estate planning.
• Generate new business through referrals and community outreach.

Skills

Consumer-direct sales experience

Exceptional communication skills

Organizational and time management abilities

Motivated and disciplined

Proficient with CRM systems

Job description

Are you an experienced closer who thrives on commission-based income, flexibility, and full support behind you—not just a list of promises?Thisrole is built for confident sales professionals who want to spend their time in front of qualified prospects, not chasing cold leads.

For over 40 years, our estate planning solution has served the 55+ market, helping seniors and their families protect what matters most. Instead of selling a “nice-to-have,” you’ll be guiding clients through a service they genuinely need—turning conversations into meaningful, high-conversion opportunities.

What we offer

• Uncapped, commission-based earning potential with estimated weekly income of $1,650–$2,550, with realistic six-figure potential of $100,000+ annually.
• Monthly production bonuses, company-sponsored trips, and performance incentives that reward consistent results.
• Qualified warm leads provided—no door-knocking or expensive personal marketing campaigns required.
• Flexible schedule so you can structure your week around your life while still maximizing your production.
• Comprehensive training, scripts, tools, and ongoing mentorship to ensure you’re supported in every step of the sales process.
• Clear growth opportunities for top producers who want to expand into leadership, training, or market development roles.

Your role

• Conduct flexible, needs-based sales presentations with prospective clients in the 55+ market.
• Help families understand the value of proper estate planning and guide them toward the right solution.
• Generate new business through follow-up, referrals, and community-based outreach in the senior market.
• Represent our mission-driven organization with professionalism, empathy, and integrity.

Ideal candidate

• 2+ years of in-home or consumer-direct sales experience, ideally in financial services, insurance, home services, or similar consultative roles.
• Highly motivated, disciplined, and comfortable working in a commission-driven environment.
• Exceptional communication skills with the ability to explain important concepts in a clear, compassionate way.
• Strong organizational and time management abilities; you know how to manage your own calendar and pipeline.
• Proficient with computers and CRM systems; able to track leads, appointments, and production accurately.

Requirements

• Proven background in consumer-direct outside sales with a track record of closing business.
• Genuine passion for making a positive impact on seniors and their families.
• Willingness to work a flexible schedule that may include some evenings or weekends to meet client needs.

Join our team and elevate your sales career while helping seniors secure their futures with confidence and clarity. If you’re ready to step into a high-support, high-reward environment with substantial earning potential, apply today with your current resume and take the first step toward a truly purpose-driven career.