Comprehensive Estate Planning Opportunity
We are seeking a talented professional to join our mission-driven team making a real difference for families every day.
A Service-Focused Role Unlike Traditional Sales
We provide an essential service, not an insurance product, but a comprehensive life-changing plan that fulfills a critical need in the 55+ community. This makes your presentations straightforward and impactful: you'll be helping people with something they genuinely require, not just desire.
About Our Work
* We have over 40 years of proven success as a premier Estate Planning Service Provider
* We serve the 55+ market – helping individuals, families, and their assets stay secure
* We offer tailored estate plans, membership access to top attorneys, all necessary legal documents, and ongoing concierge support
The Impact of Your Work Every Day
Every day, tens of thousands turn 65, and more than 60% lack even a basic estate plan, leaving families vulnerable. When you join us, you're solving a genuine problem and offering peace of mind to every client you serve.
Your Key Responsibilities
* Engage prospective clients through no-cost warm leads
* Clearly educate clients about the necessity and benefits of comprehensive estate planning
* Build rapport and trust through empathy, strong communication, and industry expertise
* Represent a company with a stellar reputation
Requirements for Success
* Excellent closing skills with at least 4 years' outside/in-home sales experience
* Fantastic verbal communication and presentation skills
* In-home or direct-to-consumer sales background required
* Reliable transportation and ability to work independently
* Basic proficiency with office computer programs (email, CRM, e-signatures)
Benefits and Perks
* All leads provided free and pre-qualified
* Protected Territory (100-mile radius for producing reps)
* Uncapped commission structure, paid weekly
* Company-paid incentive trips
* Total autonomy to control your schedule – work how and when you want
* Comprehensive, industry-specific sales training
* No special licensing needed
Make a meaningful impact on your clients' lives – and your own career.