Estate Planning Outside Sales – 100K+ with Qualified Leads

United Placement Group; Big Rapids (MI); On-site; USD 96,000 - 151,000; Full time

Job summary

United Placement Group seeks driven sales professionals for estate planning solutions. You will present to prospective clients, leverage qualified leads provided by the company, and close deals in-home, with robust training and support.

Candidates should have at least 2 years in outside/direct-to-consumer sales, strong closing skills, and excellent communication. Residency in-state is required for application and travel within a limited territory is expected.

Qualifications

• Minimum 2 years of proven success in outside/direct-to-consumer/in-home sales.
• No license required; estate planning product is in demand.

Responsibilities

• Conduct engaging sales presentations to prospective clients.
• Leverage provided qualified leads to close sales.
• Meet clients in-home and close deals with effective follow-up.

Skills

Outside sales

CRM experience

Communication skills

Time management

Tools

CRM system

Job description

United Placement Group seeks driven sales professionals for estate planning solutions. You will present to prospective clients, leverage qualified leads provided by the company, and close deals in-home, with robust training and support.

Candidates should have at least 2 years in outside/direct-to-consumer sales, strong closing skills, and excellent communication. Residency in-state is required for application and travel within a limited territory is expected.