Estate Planning Sales Pro - High Earnings, Qualified Leads

United Placement Group; Pennsylvania; On-site; USD 96,000 - 151,000; Full time

Benefits offered by this job

Uncapped income potential

Monthly bonuses

Company-sponsored trips & incentives

Comprehensive training & ongoing支持

Job summary

United Placement Group is seeking a motivated Estate Planning Sales professional in Pennsylvania to conduct engaging in-home sales presentations, leveraging qualified leads and comprehensive training. You’ll close deals, build relationships, and travel to client sites to expand our client base.

Must have a minimum of 2 years in outside/direct-to-consumer/in-home sales, strong closing and communication skills, and reliable transportation.

Qualifications

• Minimum 2 years in outside, direct-to-consumer, or in-home sales.
• Must reside in the state of application.
• Familiarity with computers and CRM usage is required.

Responsibilities

• Conduct engaging sales presentations to prospective clients.
• Utilize qualified leads and comprehensive training to succeed.
• Meet clients face-to-face and close deals in-home.
• Maintain CRM records and follow-up on opportunities.

Skills

Outside sales

In-home sales

Closing skills

Communication

Time management

CRM experience

Tools

CRM system

Job description

United Placement Group is seeking a motivated Estate Planning Sales professional in Pennsylvania to conduct engaging in-home sales presentations, leveraging qualified leads and comprehensive training. You’ll close deals, build relationships, and travel to client sites to expand our client base.

Must have a minimum of 2 years in outside/direct-to-consumer/in-home sales, strong closing and communication skills, and reliable transportation.