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Outside Sales Representative - Estate Planning (In-Home)

United Placement Group

Posted 4 days ago

$100,000+ Income Potential | Purpose-Driven Career

Are you a proven outside sales pro who wants high income, real control over your schedule, and work that actually matters to families? This role gives you qualified, warm leads and a meaningful product that every family needs—not just wants.

Join a growing estate planning company with minimal competition, strong pricing, and a system built to help experienced closers win.

What you’ll do

  • Meet with clients in their homes using qualified, warm leads you can work on your schedule
  • Build trust, uncover needs, and guide families through straightforward estate planning solutions
  • Run the full sales process—present, close, and follow up using our CRM
  • Represent a program that delivers real peace of mind and long-term protection for families

Compensation & perks

  • Uncapped income potential – your earnings reflect your effort and closing ability
  • Typical income of $1,650–$2,550+ per week
  • Monthly bonuses averaging $700–$1,100+
  • Company-sponsored trips and performance incentives
  • Qualified, warm leads provided – focus on selling, not prospecting
  • Comprehensive training and ongoing support
  • Strong work-life balance – fewer nights and weekends than most sales roles

Why this role stands out

  • Estate planning is essential for every family, not a luxury add-on
  • Minimal competition in the marketplace
  • No license required (this is not insurance)
  • You focus on closing quality appointments instead of chasing cold leads
  • Your work has clear purpose: helping families protect what matters most

What you bring

  • At least 3 years of successful outside, in-home, or direct-to-consumer sales experience
  • Proven track record of closing and hitting or exceeding targets
  • Strong communication, organization, and time management skills
  • Comfortable using a CRM and basic computer tools
  • Reliable transportation and willingness to meet clients in person
  • Must reside in the state where you are applying

If you’re driven, coa...

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Job details

Workplace

Office

Location

Lufkin, Texas, United States

Salary

86k - 133k USD

per year

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