Outside Sales Professional - Estate Planning Services

Are you an experienced outside sales professional who loves real conversations, helping families, and getting paid what you’re worth? If you’re comfortable at the kitchen table, confident on commission, and looking for true flexibility, this could be a strong next step in your career.

Outside Sales Professional – Estate Planning Services

Legacy Assurance Plan (Kitchen Table/In-Home Sales – Warm Leads Only)

About the opportunity

Legacy Assurance Plan has spent over 40 years helping families protect what matters most through comprehensive estate planning services. You’ll present a high-value, member-based program that connects clients with experienced attorneys, essential legal documents, and ongoing concierge support – not a “hard sell” product, but a needed service families appreciate.

If you have experience in home improvements, insurance, final expense, or similar one-call-close environments, you’ll feel right at home here.

Why experienced closers love this role

• Warm, qualified leads only – absolutely no cold calling or door knocking
• Kitchen table, consultative sales with clients who requested information
• Uncapped commissions, paid weekly – you control your income
• Performance-based trip incentives and bonuses for top producers
• Flexible schedule – you set your appointments and manage your own time
• Protected, local territory (up to a 100-mile radius for producing reps)
• Streamlined support team and systems so you can focus on selling, not paperwork

What you’ll do

• Run in-home, consultative appointments with pre-qualified clients (typically 55+)
• Educate families on estate planning in clear, simple, conversational language
• Recommend the right membership option based on each client’s needs and goals
• Build trust at the kitchen table, handle questions and objections confidently, and close sales
• Manage your pipeline, follow up professionally, and maximize your results in your territory
• Use basic technology/CRM tools to track activity, appointments, and outcomes

What we’re looking for

• Minimum 2+ years of outside sales experience with a proven track record of closing
• Background in home improvement, insurance, final expense, or similar industries is a plus
• Comfortable with a commission-based role and motivated by uncapped earnings
• Strong communicator who enjoys educating, asking questions, and having real conversations
• Self-driven, disciplined, and effective at managing a flexible schedule
• Comfortable sitting with clients at their kitchen table and discussing family, plans, and legacy
• Reliable transportation and willingness to travel locally within your territory
• Genuine desire to help clients protect their loved ones and secure their futures

What you get

• Company-provided, qualified leads – you focus on presenting and closing
• Comprehensive, industry-specific training and ongoing support
• Protected territory for producing reps
• Weekly pay with uncapped commissions and incentive travel opportunities
• No special licensing required – we provide everything you need to confidently present our program
• A flexible schedule that supports work–life balance and an entrepreneurial lifestyle

Ready to turn your outside sales experience into uncapped income while making a real difference for families?

Apply today with your resume to join Legacy Assurance Plan and start helping families secure their legacies – while you build yours.​