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United Placement GroupOutside Sales Expert
Outside Sales Expert in Estate Planning, conducting presentations and attracting new clients with a proven sales background. Enabling clients' future planning with a purpose - driven approach.
About the role
- Conduct engaging in-home sales presentations to prospective clients and attract new business
- Close sales using qualified leads provided by the company
- Use CRM to track leads, appointments, and client information
- Manage a protected 80-mile territory and set in-home appointments
- Participate in comprehensive sales training and ongoing support
- Maintain sales materials and handle administrative support tasks
- Build trust and relationships with clients focused on estate planning needs
Requirements
- Must have a min. of 2 years in Successful Outside/In Home sales to be considered.
- 4+ years of outside or direct-to-consumer sales experience
- Strong closing skills and follow-through
- Excellent communication & relationship-building abilities
- Self-motivated, organized, and results-driven
- Basic computer proficiency
- Previous experience utilizing a CRM system
- Reliable transportation for in-home appointments
- Must live in the State you are applying for
Benefits
- Uncapped income potential – Top Producers earn $1,650–$2,550 per week
- Monthly bonuses – (Separate From Weekly) add another $900+ to your earnings
- Company-sponsored trips & incentives to reward your success
- Unique product with little competition – high demand, no cold calling
- Qualified Leads – no endless prospecting
- Comprehensive training & ongoing support
- Protected area of 80-mile radius for Producers
- 40+ years of industry expertise and support
- All sales materials and administrative support
- No special licensing required – we’ll get you rolling fast!
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
HI
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