Estate Planning Sales Representative (Brandon)

Estate Planning Sales Representative (Brandon)

05 Nov
|
United Placement Group
|
Brandon

05 Nov

United Placement Group

Brandon

Use in-home sales experience to present estate planning products, supported by qualified leads and comprehensive training. Applicants must live in the applying state.

This sales representative role focuses on engaging presentations for prospective clients and attracting current business. Successful candidates bring at least two years of in-home sales experience, with the description also requesting three years of successful outside or in-home sales. Computer familiarity and CRM experience support daily success in this position.

Key Responsibilities:

- Conduct engaging estate planning sales presentations
- Attract new business from prospective clients
- Meet clients face-to-face using reliable transportation
- Close sales and follow through with clients




- Use qualified leads without cold calling

Requirements:

- Minimum two years of proven in-home sales success
- Minimum three years of successful outside or in-home sales
- Exceptional closing and follow-through skills
- Outstanding communication, organizational, and time management abilities
- Computer familiarity and previous CRM experience

Apply your presentation, closing, and relationship-building abilities to estate planning sales with qualified leads and ongoing support.

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📌 Estate Planning Sales Representative (Brandon)
🏢 United Placement Group
📍 Brandon

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