Estate Planning Sales Rep - Warm Leads, Big Income Potential

Are you an experienced closer who thrives on commission-based income, flexibility, and full support behind you—not just a list of promises? This role is built for high-performing sales professionals who want to spend their time in front of qualified prospects, not chasing cold leads.​

For over 40 years, our estate planning solution has served the 55+ market, helping seniors and their families protect what matters most. Instead of selling a “nice-to-have,” you’ll be guiding clients through a service they genuinely need—turning conversations into meaningful, high-conversion opportunities.​

What we offer

• Uncapped, commission-based earning potential with estimated weekly income of $1,650–$2,550, with realistic six-figure potential of $100,000+ annually.​
• Monthly production bonuses, company-sponsored trips, and performance incentives that reward consistent results.​
• Qualified warm leads provided—no door-knocking or expensive personal marketing campaigns required.​
• Flexible schedule so you can structure your week around your life while still maximizing your production.​
• Comprehensive training, scripts, tools, and ongoing mentorship to ensure you’re supported in every step of the sales process.​
• Clear growth opportunities for top producers who want to expand into leadership, training, or market development roles.​

Your role

• Conduct flexible, needs-based sales presentations with prospective clients in the 55+ market.​
• Help families understand the value of proper estate planning and guide them toward the right solution.​
• Generate new business through follow-up, referrals, and community-based outreach in the senior market.​
• Represent our mission-driven organization with professionalism, empathy, and integrity.​

Ideal candidate

• 2+ years of in-home or consumer-direct sales experience, ideally in financial services, insurance, home services, or similar consultative roles.​
• Highly motivated, disciplined, and comfortable working in a commission-driven environment.​
• Exceptional communication skills with the ability to explain important concepts in a clear, compassionate way.​
• Strong organizational and time management abilities; you know how to manage your own calendar and pipeline.​
• Proficient with computers and CRM systems; able to track leads, appointments, and production accurately.​

Requirements

• Proven background in consumer-direct outside sales with a track record of closing business.​
• Genuine passion for making a positive impact on seniors and their families.​
• Willingness to work a flexible schedule that may include some evenings or weekends to meet client needs.​

Join our team and elevate your sales career while helping seniors secure their futures with confidence and clarity. If you’re ready to step into a high-support, high-reward environment with substantial earning potential, apply today with your current resume and take the first step toward a truly purpose-driven career.​