Estate Planning Sales Pro — Warm Leads, Own Territory

United Placement Group; Milwaukee (WI); On-site; USD 30,000 - 38,000; Full time

Job summary

United Placement Group seeks Insurance Sales Pros to meet warm, pre-qualified families in homes across milwaukee area, focusing on estate planning products. No base salary; 100% commission with weekly pay of $750 per sale and performance bonuses.

You'll explain wills, trusts, and powers of attorney, guided by network attorneys. CRM proficiency and reliable transportation are essential; state residency required.

Qualifications

• 3+ years of outside, in-home, or direct-to-consumer sales experience.
• Experience in insurance sales is a strong plus.
• Comfortable with 100% commission structure.
• Reliable transportation and CRM proficiency.

Responsibilities

• Meet with warm, pre-qualified families in their homes.
• Explain wills, trusts, and powers of attorney; enroll families in estate planning membership.
• Coordinate with network attorneys and home office to complete sales.

Skills

Outside sales

In-home sales

Trust-building

Territory management

Tools

CRM software

Job description

United Placement Group seeks Insurance Sales Pros to meet warm, pre-qualified families in homes across milwaukee area, focusing on estate planning products. No base salary; 100% commission with weekly pay of $750 per sale and performance bonuses.

You'll explain wills, trusts, and powers of attorney, guided by network attorneys. CRM proficiency and reliable transportation are essential; state residency required.