Sales Representative for Legacy Planning Services

6 days ago


Green Bay, Wisconsin, United States United Placement Group Full time
About Us

At United Placement Group, we're dedicated to helping individuals plan and protect their assets, families, and legacies. With 40 years of expertise in estate planning services, we've established ourselves as a trusted partner for those seeking peace of mind.

Compensation Package

This role offers a competitive salary, ranging from $80,000 to $120,000 annually, plus uncapped commission opportunities.

Responsibilities

The ideal candidate will excel in educating customers about our estate planning services, leveraging their exceptional communication skills and industry experience. Pre-set appointments ensure a successful sales approach, focusing on genuine client needs.

Requirements
  • Proven closing skills and experience in outside/in-home sales
  • Basic computer skills and reliable transportation
  • 4+ years of sales experience, with a strong background in customer education
  • Ability to work independently and effectively manage time
What We Offer
  • Thorough training in estate planning services and sales techniques
  • A protected sales territory with potential for growth
  • Paid weekly and uncapped commission opportunities
  • Company-sponsored trips and incentives


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