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About the Role

Seeking experienced outside sales professionals to represent a high-demand estate planning solution that provides real value to families. This role offers substantial earning potential, qualified appointments, minimal competition, and the opportunity to build a meaningful, purpose-driven career. Estate planning is a need-based product, not a discretionary purchase. Our affordable solutions help families protect their assets and plan for the future—making this a rewarding role both professionally and personally.

Responsibilities

Conduct in-home and face-to-face sales presentations with qualified prospects
Educate clients on estate planning solutions and guide them through the decision-making process
Build trust-based relationships and close sales efficiently
Manage follow-ups, documentation, and client activity using a CRM system
Maintain strong time management and organizational practices

Requirements

Minimum of 3 years of proven success in outside, in-home, or direct-to-consumer sales (required)
Strong closing skills and professional presentation abilities
Excellent communication, organization, and time management skills
Comfortable using computers and CRM software
Reliable transportation and ability to meet clients in person
Must reside in the state and area where applying
Minimum 3 years’ proven success in outside/direct-to-consumer/in-home sales
Exceptional closing and follow-through skills
Outstanding interpersonal and time management abilities
Reliable transportation and willingness to meet clients face-to-face
Must reside in the state of application

Skills

Outside sales
In-home sales
Direct-to-consumer sales
Closing skills
Professional presentation
Communication skills
Organization skills
Time management skills
Computer proficiency
CRM software proficiency
Interpersonal skills

Location

Must reside in the state and area of Job Posting

Work Type

Outside Sales
In-Home Sales

Experience Level

Minimum 3 years of proven success in outside, in-home, or direct-to-consumer sales

Salary/Compensations

$100,000+ Earning Potential
Average earnings of $1,650–$2,550+ per week
Monthly bonuses ranging from $900–$1,500+

Benefits

Uncapped commission structure
Qualified Appointments provided
Company-sponsored trips, contests, and performance incentives
Comprehensive training and ongoing support
Clear growth opportunities within the organization
Quality-of-life schedule — no requirement to work most nights or weekends

About the Company

Estate planning is a need-based product, not a discretionary purchase.
Our affordable solutions help families protect their assets and plan for the future—making this a rewarding role both professionally and personally.
Estate planning is essential for every family, creating consistent demand
Minimal market saturation compared to industries like insurance or solar
No licensing or regulatory barriers
A sales role where you can make a meaningful impact while earning at a high level