Job Description

Outside Sales Representative – Estate Planning (Warm Leads, High Earning Potential)

Are you an experienced outside sales professional who wants more control over your schedule and income—without the insurance grind?

We’re a 40+ year estate planning company serving the senior market, and we handle the marketing, lead generation, and back-office work so you can focus on what you do best: meeting with clients, having real conversations, and closing business.

Why this role stands out

• Warm, qualified leads only – no cold calling or door knocking
• No insurance licensing, underwriting, or medical hoops
• We handle marketing, client intake, and admin so you stay in front of clients
• Flexible, lifestyle-friendly schedule with a protected territory
• Established, senior-focused program with strong demand

What you’ll do

• Meet with pre-set, qualified seniors and families in a consultative, face-to-face setting
• Educate clients on estate planning options and guide them to the right solution
• Run a steady flow of company-generated appointments in your territory
• Represent our company with professionalism, empathy, and a client-first mindset

What you bring

• Proven success in outside or in-home consumer sales (insurance, home improvement, final expense, etc.)
• Strong communication, presentation, and rapport-building skills
• Self-motivated, competitive, and comfortable in a commission-only environment
• Reliable transportation and ability to travel within your territory

Compensation & growth

• Uncapped commission with weekly pay
• Warm leads provided at no cost—no prospecting or marketing spend
• Focused training, ongoing support, and clear paths to higher income
• Flexibility to control your schedule and build your income over time

Ready to spend your time selling—not chasing underwriting, leads, or paperwork?

Apply today to learn how you can control your schedule and income while helping seniors and their families put solid estate plans in place.