Territory Sales Representative - Estate Planning (1099)

United Placement Group; Ankeny (IA); On-site; USD 35,000 - 90,000; Full time

Benefits offered by this job

Company-provided leads

Weekly commissions

Incentive trips

No lead fees

Job summary

Legacy Assurance Plan is seeking an Outside Sales Representative to meet with families in their homes within a protected territory, guiding enrollment in estate planning memberships including wills, trusts, and power of attorney.

This commission-only role offers $750 per sale paid weekly, plus weekly and monthly production bonuses, and company-sponsored incentive trips. You provide your own transportation and schedule your days around your territory with warm leads provided—no base salary.

Qualifications

• 3+ years of outside, in-home, or direct-to-consumer sales experience.
• 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 reside in the assigned state.

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 sales

CRM

Lead follow-up

Transportation

Tools

CRM software

Job description

Outside Sales Representative – Estate Planning (Commission Only) | Legacy Assurance Plan

Location: Protected territory up to 100 miles of your location

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.

No license required — this is not an insurance product; we provide full product training.