Estate Planning Member Consultant - Warm Leads Provided

Estate Planning Member Consultant

Are you a compassionate, experienced sales professional seeking a role with true purpose? Take your career to the next level and make a significant impact on people's lives—join our team today!

About Us

With over 42 years of experience, we are a leading Estate Planning Service Provider dedicated to helping the 55+ community secure their futures, protect their families, and safeguard their assets. Our all-inclusive lifetime membership program delivers access to qualified attorneys, fully personalized estate plans, and a concierge support program for ongoing client peace of mind.

The Opportunity

As an Estate Planning Member Consultant, you’ll take on a vital mission: educating and guiding clients through the importance and process of estate planning. You'll address a genuine societal need—over 60% of Americans turning 65 have no estate plan in place. Your expertise will make a tangible difference for our clients and their loved ones.

Key Responsibilities

• Educate clients on the value and impact of thoughtful estate planning
• Deliver sales presentations with confidence and compassion
• Guide potential members through our comprehensive lifetime benefits
• Foster trust and rapport with clients, ensuring they feel heard and supported

What We’re Looking For

• Proven track record in sales, especially in in-home services or related industries
• Exceptional communication skills, with the ability to explain concepts in a simple, relatable manner
• Empathy for working with seniors and families
• The ability to quickly build trust and credibility

Why Join Us?

• Make a real difference: Help clients—and their families—gain true peace of mind
• Enjoy high demand and job security: A growing, underserved market awaits your expertise
• Full training & ongoing support: We set you up for success
• Competitive compensation: Rewarding pay structure paid weekly with potential bonuses
• No prospecting required: We provide no-cost, warm leads so you can focus on client care—not cold calling
• Protected territories: Enjoy a 100-mile radius for producing reps

Ready to transform lives while building a fulfilling career?
Apply now and join a team that values your compassion, your skills, and your drive to make a difference!