Outside Sales Representative - Estate Planning (Commission Only)

United Placement Group; Waunakee (WI); On-site; USD 27,000 - 41,000; Full time

Benefits offered by this job

Company-sponsored incentive trips

All leads provided

Job summary

Legacy Assurance Plan is hiring an in-home outside sales representative in Wisconsin. You will meet with pre-qualified families in their homes within a protected territory, present our estate planning membership plans, answer questions, and close enrollments.

There is no base salary; compensation is $750 per sale with weekly pay and production bonuses. You will manage your pipeline in a CRM and run your own schedule with company-provided leads.

Qualifications

• 3+ years of outside, in-home, or direct-to-consumer sales experience.
• A documented record of meeting or exceeding sales targets.
• Comfort using a CRM to manage a pipeline.
• Reliable personal transportation for daily in-home visits.
• Must currently reside in Wisconsin.

Responsibilities

• Meet with warm, pre-qualified families in your assigned territory — no cold calling, no self-generated leads
• Present and explain our estate planning membership plan, answer questions, and close enrollments
• Manage your pipeline and follow-ups in our CRM
• Run your own schedule within your protected territory

Skills

Outside sales

In-home visits

CRM experience

Territory management

Reliable vehicle

CRM software

Tools

CRM software

Job description

Location: Protected territory up to 100 miles of your location for producers
Compensation: $750 commission per sale, paid weekly, plus weekly and monthly production bonuses. This is a 1099 independent contractor role — there is no base salary or guaranteed income. Your skills and work ethic determine your income.

Legacy Assurance Plan provides estate planning membership plans — wills, trusts, and power of attorney documents — to families across [state]. We're hiring an outside sales representative to meet with warm, pre-qualified leads in their homes and guide them through enrollment.

What you'll do

• Meet with warm, pre-qualified families in your assigned territory — no cold calling, no self-generated leads
• Present and explain our estate planning membership plan, answer questions, and close enrollments
• Manage your pipeline and follow-ups in our CRM
• Run your own schedule within your protected territory

Compensation & structure

• $750 commission per sale, paid weekly — no base salary
• Weekly and monthly production bonuses on top of per-sale commission
• Company-sponsored incentive trips for top performers
• All leads provided at no cost to you — no lead fees, no purchased lists

What you bring

• 3+ years of outside, in-home, or direct-to-consumer sales experience
• A documented record of meeting or exceeding sales targets
• Comfort using a CRM to manage a pipeline
• Reliable personal transportation for daily in-home visits
• Must currently reside in [state]

Good fit if: you're comfortable with 100% commission pay, prefer daily field work over office/B2B selling, and want a protected territory with company-provided leads.

Not a fit if: you need guaranteed base income or prefer inbound/office-based sales.