What are the responsibilities and job description for the Outside Sales Representative - Estate Planning (In-Home) position at United Placement Group?
$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
- 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
- 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
- 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, coachable, and ready to take control of your income while making a real impact, apply now with your current resume.
Salary : $700 - $1,100