Estate Planning Sales Representative
Uncapped Commission | $100,000+ Earning Potential | Purpose-Driven Career
Location: Must reside in the state of application
Employment Type: Outside / In-Home Sales
License Required: None (This is not insurance)
Overview
We are seeking experienced outside sales professionals to represent a high-demand estate planning solution that provides real value to families. This role offers substantial earning potential, qualified leads, minimal competition, and the opportunity to build a meaningful, purpose-driven career.
Estate planning is a need-based product, not a discretionary purchase. Our affordable solutions help families protect their assets and plan for the future—making this a rewarding role both professionally and personally.
Position Responsibilities
- Conduct in-home and face-to-face sales presentations with qualified prospects
- Educate clients on estate planning solutions and guide them through the decision-making process
- Build trust-based relationships and close sales efficiently
- Manage follow-ups, documentation, and client activity using a CRM system
- Maintain strong time management and organizational practices
Qualifications
- Minimum of 2 years of proven success in outside, in-home, or direct-to-consumer sales (required)
- Strong closing skills and professional presentation abilities
- Excellent communication, organization, and time management skills
- Comfortable using computers and CRM software
- Reliable transportation and ability to meet clients in person
- Must reside in the state where applying
Compensation & Incentives
- Uncapped commission structure
- Average earnings of $1,650–$2,550+ per week
- Monthly bonuses ranging from $900–$1,500+
- Company-sponsored trips, contests, and performance incentives
What We Offer
- Qualified leads provided — no cold calling or endless prospecting
- High-demand product with little competition
- Comprehensive training and ongoing support
- Clear growth opportunities within the organization
- Quality-of-life schedule — no requirement to work most nights or weekends
Why This Opportunity Is Different
- Estate planning is essential for every family, creating consistent demand
- Minimal market saturation compared to industries like insurance or solar
- No licensing or regulatory barriers
- A sales role where you can make a meaningful impact while earning at a high level
How to Apply
Qualified candidates are encouraged to apply with a current resume. We look forward to connecting with professionals ready to elevate their sales career while making a difference.
Why This Opportunity Stands Out
We know how tough outside sales can be when you're chasing leads, competing in oversaturated markets, or trying to sell something people don’t truly need. That’s why this role is different.
✅ Our product is in demand – Estate planning is something every family needs, but many put off. We make it easy and affordable.
✅ You get great qualified leads – We do the hard work of finding potential clients, so you can focus on closing deals.
✅ Minimal competition – Unlike industries like solar or insurance, there aren’t dozens of companies offering what we do.
No license required! (This is NOT insurance, no regulatory hurdles)
What You Bring
- Minimum 2 years’ proven success in outside/direct-to-consumer/in-home sales
- Exceptional closing and follow-through skills
- Outstanding interpersonal and time management abilities
- Reliable transportation and willingness to meet clients face-to-face
- Must reside in the state of application
To join our team and take your sales career to new heights with substantial earning potential and a purpose-driven career, apply now with your current resume. We can't wait to hear from you!
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