Estate Planning Outside Sales Pro — Pre-Set Appointments

United Placement Group; Tifton (GA); On-site; USD 96,800 - 150,600; Full time

Benefits offered by this job

Uncapped commissions

Trips & incentives

Qualified appointments

Job summary

United Placement Group in Georgia is seeking experienced outside sales professionals to represent a high-demand estate planning solution with real value for families. This role offers uncapped commissions and qualified appointments, plus substantial earning potential and a purpose-driven career.

You will conduct in-home presentations, close sales, and manage follow-ups with CRM support. A strong track record in outside/in-home sales and the ability to travel are essential.

Qualifications

• Minimum of 3 years of proven outside, in-home, or direct-to-consumer sales.
• 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.

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

Skills

Outside sales

In-home sales

Direct-to-consumer

Closing skills

Communication

Organization

Time management

CRM software

Reliable transportation

Residence required

Tools

CRM software

Job description

United Placement Group in Georgia is seeking experienced outside sales professionals to represent a high-demand estate planning solution with real value for families. This role offers uncapped commissions and qualified appointments, plus substantial earning potential and a purpose-driven career.

You will conduct in-home presentations, close sales, and manage follow-ups with CRM support. A strong track record in outside/in-home sales and the ability to travel are essential.