Control Your Schedule & Income: Estate Planning Sales, Warm Leads Only
Posted 2 months ago
Outside Sales Representative – Estate Planning (Warm Leads, High Earning Potential)
Are you an experienced outside sales professional who wants more control over your schedule and income—without the insurance grind?
We’re a 40+ year estate planning company serving the senior market, and we handle the marketing, lead generation, and back-office work so you can focus on what you do best: meeting with clients, having real conversations, and closing business.
Why this role stands out
- Warm, qualified leads only – no cold calling or door knocking
- No insurance licensing, underwriting, or medical hoops
- We handle marketing, client intake, and admin so you stay in front of clients
- Flexible, lifestyle-friendly schedule with a protected territory
- Established, senior-focused program with strong demand
What you’ll do
- Meet with pre-set, qualified seniors and families in a consultative, face-to-face setting
- Educate clients on estate planning options and guide them to the right solution
- Run a steady flow of company-generated appointments in your territory
- Represent our company with professionalism, empathy, and a client-first mindset
What you bring
- Proven success in outside or in-home consumer sales (insurance, home improvement, final expense, etc.)
- Strong communication, presentation, and rapport-building skills
- Self-motivated, competitive, and comfortable in a commission-only environment
- Reliable transportation and ability to travel within your territory
Compensation & growth
- Uncapped commission with weekly pay
- Warm leads provided at no cost—no prospecting or marketing spend
- Focused training, ongoing support, and clear paths to higher income
- Flexibility to control your schedule and build your income over time
Ready to spend your time selling—not chasing underwriting, leads, or paperwork?
Apply today to learn how you can control your schedule and income while helping seniors and their families put solid estate plans in place.
Other open roles at United Placement Group(6)
United Placement Group is a highly specialized, Florida-based organization committed to connecting talent with opportunity. We provide comprehensive recruitment solutions across various industries, helping businesses thrive by matching them with the most suitable candidates. Our mission is to bridge the gap between employers and job seekers, creating a mutually beneficial environment where businesses grow and individuals advance in their careers. We believe in the power of the right placement - it can transform a business, propel a career, and shape the future of work. We offer a range of services tailored to meet the unique needs of our clients. Our expertise spans multiple sectors, including but not limited to estate and financial planning, notary services, wealth management/preservation, information technology, marketing, and scheduling services. Our services include: Permanent Placement: We connect businesses with skilled professionals for long-term roles, ensuring seamless integration into the company culture. Contracting: We connect independent professionals with successful businesses to form mutually beneficial relationships. Executive Search: We identify and attract top-tier leadership talent, helping to shape the strategic direction of the organizations that we support. At United Placement Group, we pride ourselves on our personalized approach to recruitment. We understand that every business is unique, and we strive to meet specific needs and goals. Our team of experienced recruiters leverages industry knowledge and innovative technology to deliver efficient, effective, and ethical recruitment solutions. Based in the Sunshine State of Florida, we support recruiting and hiring nationwide. If you're looking for a trusted partner in your recruitment journey, reach out to us today. Let's shape the future of work together.
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