Estate Planning Outside Sales Pro — High Earnings

United Placement Group

West Hartford (CT)

On-site

USD 85,000 - 140,000

Full time

11 days ago
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Benefits offered by this job

Uncapped earnings
Monthly bonuses
Trips & incentives
High demand product
Qualified leads
Training & support
Balanced schedule

Job summary

United Placement Group is seeking driven sales professionals for estate planning sales in the United States. This role offers uncapped income potential and a steady stream of qualified leads to help you close deals efficiently.

You will conduct engaging home visits and product presentations, leveraging comprehensive training and ongoing support. A strong communication and time-management skillset is essential to succeed in this purpose-driven role.

Qualifications

  • Minimum 2 years’ proven success in outside/direct-to-consumer/in-home sales
  • Ability to close deals and follow through
  • Excellent communication and organizational skills
  • Reliable transportation and willingness to meet clients face-to-face
  • Must reside in the state of application

Responsibilities

  • Conduct engaging sales presentations to prospective clients and attract new business
  • Provide qualified leads and support throughout the sales process
  • Utilize CRM to manage client interactions and track progress
  • Deliver training and maintain high levels of client satisfaction
  • Maintain schedule with a focus on weekday and some weekend availability

Skills

Outside sales
In-home sales
Closing skills
Time management
Interpersonal skills
CRM familiarity

Tools

CRM software

Job description

United Placement Group is seeking driven sales professionals for estate planning sales in the United States. This role offers uncapped income potential and a steady stream of qualified leads to help you close deals efficiently.

You will conduct engaging home visits and product presentations, leveraging comprehensive training and ongoing support. A strong communication and time-management skillset is essential to succeed in this purpose-driven role.

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