Accounting Manager

Wertz & Associates

Davenport (IA)

On-site

USD 30,000 - 60,000

Full time

8 days ago
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Benefits offered by this job

Company-sponsored incentive trips
Leads provided

Job summary

Legacy Assurance Plan is hiring an outside sales representative to meet with warm, pre-qualified families in a protected territory up to 100 miles from your location, guiding enrollments in our estate planning membership plans.

This is commission-only work: $750 per sale, paid weekly, with weekly and monthly bonuses and top-performer trips. No base salary and leads are provided.

You’ll manage your pipeline in the CRM, schedule your days, and perform daily in-home visits within your territory.

Qualifications

  • 3+ years of outside, in-home, or direct-to-consumer sales experience.
  • Proven record of meeting or exceeding sales targets.
  • Comfort using a CRM to manage a pipeline.
  • Reliable personal transportation for daily in-home visits.
  • Must currently reside in state.

Responsibilities

  • Meet with warm, pre-qualified families in assigned territory - no cold calling, no self-generated leads.
  • Present and enroll clients in estate planning membership plan.
  • Manage pipeline and follow-ups in the CRM.
  • Run your schedule within a protected territory.

Skills

Outside sales experience
CRM usage
Meeting targets
Reliable transportation

Tools

CRM software

Job description

Outside Sales Representative - Estate Planning (Commission Only) | Legacy Assurance Plan

Location: Protected territory up to 100 miles of your location

Compensation: $750 commission per sale, paid weekly, plus weekly and monthly production bonuses. This is a 1099 independent contractor role - there is no base salary or guaranteed income. Your skills and work ethic determine your income.

Legacy Assurance Plan provides estate planning membership plans - wills, trusts, and power of attorney documents - to families across [state]. We're hiring an outside sales representative to meet with warm, pre-qualified leads in their homes and guide them through enrollment.

What you’ll do
  • Meet with warm, pre-qualified families in your assigned territory - no cold calling, no self-generated leads
  • Present and explain our estate planning membership plan, answer questions, and close enrollments
  • Manage your pipeline and follow-ups in our CRM
  • Run your own schedule within your protected territory
Compensation & structure
  • $750 commission per sale, paid weekly - no base salary
  • Weekly and monthly production bonuses on top of per-sale commission
  • Company-sponsored incentive trips for top performers
  • All leads provided at no cost to you - no lead fees, no purchased lists
What you bring
  • 3+ years of outside, in-home, or direct-to-consumer sales experience
  • A documented record of meeting or exceeding sales targets
  • Comfort using a CRM to manage a pipeline
  • Reliable personal transportation for daily in-home visits
  • Must currently reside in [state]
Good fit if:

you’re comfortable with 100% commission pay, prefer daily field work over office/B2B selling, and want a protected territory with company-provided leads.

Not a fit if:

you need guaranteed base income or prefer inbound/office-based sales.

No license required - this is not an insurance product; we provide full product training.

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