Sales & Outreach Specialist

LegacyGuard Estate Planning; United States; Remote; USD 50,000 - 90,000; Full time

Job summary

Join a leading company in estate planning as a Remote Sales Representative, where you'll educate clients on securing their financial future through estate planning solutions. Collaborate with prospective clients in a consultative sales role, guiding them through important decisions and ensuring a smooth experience as they navigate the estate planning process.

Benefits

Competitive Commission Structure

Fully Remote Work

Comprehensive Training

Growth Opportunities

Exclusive Market Offering

Qualifications

• Prior experience in sales or financial services preferred.
• Ability to explain complex legal concepts simply.
• Training provided for legal and financial knowledge.

Responsibilities

• Conduct inbound and outbound calls to prospective clients.
• Educate clients on estate planning benefits.
• Maintain an organized pipeline of leads.

Skills

Sales Experience

Strong Communication Skills

Self-Motivated

Consultative Approach

Tech-Savvy

Job description

4 days ago Be among the first 25 applicants

• Location: Remote (U.S. Based)
• Compensation: Commission-based with high earning potential

About LegacyGuard

LegacyGuard is dedicated to helping families secure their financial future by providing comprehensive estate planning solutions. We specialize in Revocable Trusts, Financial Powers of Attorney (POA), and Healthcare Directives, ensuring that our clients can protect their assets, avoid probate, and maintain control over their estate. Our mission is to simplify estate planning and make it accessible and affordable for individuals and families across the United States (except Louisiana).

Position Overview

We are looking for highly motivated Remote Sales Representatives to educate potential clients on the benefits of estate planning and guide them through the process of securing a Revocable Trust and other essential legal documents. This is a consultative sales role where you will work closely with prospective clients, addressing their concerns and helping them make informed decisions to protect their estate and loved ones.

Key Responsibilities

• Conduct inbound and outbound calls to prospective clients interested in estate planning services.
• Educate clients on Revocable Trusts, Financial POAs, and Healthcare Directives, explaining the benefits of avoiding probate, maintaining privacy, and ensuring financial and medical decision-making continuity.
• Identify clients’ needs and recommend estate planning solutions that align with their personal and financial goals.
• Guide clients through the estate planning process, addressing any concerns or objections professionally.
• Maintain an organized pipeline of leads and follow up with potential clients to close sales.
• Work collaboratively with the internal team to ensure a smooth and efficient client experience.
• Meet and exceed sales performance targets by effectively communicating the value of our products.

What We Offer

• Competitive Commission Structure – High earnings potential with uncapped commissions.
• Fully Remote Work – Enjoy the flexibility of working from home.
• Comprehensive Training – Gain expert knowledge in estate planning and sales techniques.
• Growth Opportunities – Potential for advancement within the company as we expand.
• Exclusive Market Offering – LegacyGuard focuses solely on Revocable Trusts and essential estate planning documents, giving you a unique and streamlined sales advantage.

Ideal Candidate Qualifications

• Sales Experience – Prior experience in sales, financial services, legal services, or estate planning is preferred but not required.
• Strong Communication Skills – Ability to explain complex legal concepts in a simple and relatable way.
• Self-Motivated & Goal-Oriented – Ability to work independently, meet sales quotas, and maintain a consistent pipeline of leads.
• Consultative Approach – Ability to build trust with clients and guide them through the estate planning process.
• Tech-Savvy – Comfortable using CRM systems, video conferencing tools, and digital communication platforms.
• Legal or Financial Knowledge (Preferred) – Understanding of estate planning, probate, and trusts is a plus, but training will be provided.

Why Join LegacyGuard?

• Help Families Protect Their Legacy – Make a meaningful impact by helping clients secure their future.
• Exclusive & In-Demand Product – The need for estate planning is growing, and LegacyGuard offers a unique, high-value solution.
• Unlimited Earning Potential – Commission-based structure with no cap on earnings.
• Remote & Flexible Work Environment – Work from anywhere while making a difference.

How to Apply

Please send resume and cover letter to [e-mail]

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Contract

Job function

• Job function

  Sales and Business Development

• Industries

  Trusts and Estates

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