Estate Planning Sales Consultant

2 weeks ago


Green Bay, Wisconsin, United States United Placement Group Full time
Company Overview

United Placement Group is an esteemed provider of estate planning services, with 40 years of experience serving the 55+ market. Our team empowers clients to create a secure future through comprehensive planning and protection.

Estimated Salary

$80,000 - $120,000 per year (uncapped commission structure)

Job Description

An Experienced Outside Sales Professional will educate customers on our estate planning services, providing exceptional communication and compassion. This role involves pre-set appointments, ensuring a successful sales presentation based on genuine needs.

Required Skills and Qualifications
  • Excellent closing skills
  • Basic computer proficiency
  • Reliable transportation
  • 4+ years of outside/in-home sales experience
  • Fantastic communication skills
  • In-home or direct-to-consumer sales experience
  • Ability to work independently
Benefits
  • Comprehensive training in estate planning services
  • No prospecting required with pre-set appointments
  • Protected territory (100-mile radius for top performers)
  • Paid weekly
  • Uncapped commission structure
  • Company trip incentives
  • No special licensing needed
  • Total control over your schedule


  • Green Bay, Wisconsin, United States United Placement Group Full time

    Estate Planning Specialist OpportunityUnited Placement Group seeks a seasoned sales professional to join our team as an Estate Planning Sales Consultant. In this role, you'll have the opportunity to empower clients by educating them on our estate planning services.Compensation and BenefitsThe estimated annual salary for this position ranges from $80,000 to...


  • Green Bay, Wisconsin, United States United Placement Group Full time

    About UsAt 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 PackageThis role offers a competitive salary, ranging from $80,000 to $120,000...


  • Green Bay, Wisconsin, United States KW Green Bay Full time

    Key ResponsibilitiesBuilding and maintaining relationships with high-net-worth clients to understand their needs and preferences.Providing expert guidance and support throughout the buying and selling process, from initial consultation to closing.Developing and implementing effective marketing strategies to attract new business opportunities and drive sales...

  • Sales Consultant

    2 weeks ago


    Green Bay, Wisconsin, United States Sally Beauty Holdings Full time

    About the Role:We are seeking a highly motivated and experienced Sales Consultant to join our team at Sally Beauty Holdings. As a Sales Consultant, you will be responsible for growing our business in the Green Bay area by building strong relationships with our salon partners.About the Job:Grow the Business: 70%Identify key accounts within territory and...


  • Green Bay, Wisconsin, United States AT&T Full time

    About the RoleWe are seeking a highly motivated and customer-focused Sales Consultant to join our team in Green Bay, Wisconsin. As a key member of our sales team, you will play a critical role in delivering exceptional customer experiences and driving business growth.Estimated Salary Range: $40,000 - $62,460 per year, including hourly rate and uncapped...

  • Sales Consultant

    5 days ago


    Green Bay, Wisconsin, United States Sleep Number Corporation Full time

    Company OverviewSleep Number Corporation is a leader in sleep wellness technology. For nearly four decades, we have prioritized sleep as the foundation of wellbeing, improving over 15 million lives with our innovative Sleep Number smart beds.Estimated Salary$25-$30 per hour, depending on location and experience.About the RoleThis part-time sales position...


  • Green Bay, Wisconsin, United States KW Green Bay Full time

    Unlock Your Potential in Luxury Real EstateElevate your career as a luxury real estate agent with our award-winning team. Enjoy exclusive access to high-end properties, pre-qualified leads, and unparalleled support.Key Benefits:Luxury Market Exposure: Work with the most prestigious and sought-after properties in the area.Qualified Leads Guaranteed: Receive a...


  • Green Bay, Wisconsin, United States Argus Technical Services Full time

    We are seeking a highly skilled Senior Sales Consultant to join our team at Argus Technical Services. In this role, you will be responsible for maintaining relationships with new and existing customers, liaising between clients and internal departments, and serving as the main point of contact for sales and technical contracts.About the RoleThis is an...


  • Green Bay, Wisconsin, United States Interior Logic Group Full time

    Unlock Your PotentialWe are seeking driven sales professionals to join our high-performance sales team as Inside Sales Consultants. As a key member of our team, you will be responsible for consulting with customers in their homes to identify their needs and offer our replacement services.With industry-leading product samples, support, and technology at your...


  • Green Bay, Wisconsin, United States Hantz Group Full time

    Job SummaryWe are seeking a highly skilled Senior Tax Planning Consultant to join our team at Hantz Group, a leading financial services firm based in Michigan.


  • Green Bay, Wisconsin, United States KW Green Bay Full time

    Job SummaryThe ideal candidate will have a strong background in sales and customer service, with a proven track record of building relationships and driving sales success. As a Luxury Real Estate Agent, you will work closely with high-net-worth clients to understand their needs and preferences, and provide personalized guidance and support throughout the...


  • Green Bay, Wisconsin, United States Lifetime Home Services Full time

    Job OverviewLifetime Home Services is seeking an experienced and ambitious Home Service Salesperson to join our team.Salary: $80,000.00 - $110,000.00 per yearResponsibilitiesGenerate leads, cultivate relationships, and close sales for our home service offerings.Conduct in-home consultations with potential clients to assess their needs and recommend...

  • Sales Consultant

    7 days ago


    Green Bay, Wisconsin, United States Arrow Financial Business Group Full time

    Sales Career OpportunityWe are looking for a highly motivated and results-driven Sales Professional to join our team in the Green Bay area. As a Sales Professional, you will have the opportunity to earn a competitive income and advance your career in a fast-paced and dynamic environment.Your primary responsibility will be to generate new business leads,...

  • Optical Consultant

    2 weeks ago


    Green Bay, Wisconsin, United States EssilorLuxottica Full time

    Role OverviewEssilorLuxottica is seeking a talented Optical Consultant to join our team at Target Optical. As an Optical Consultant, you will be responsible for delivering exceptional optical experiences to our guests by combining your knowledge, skills, and personality with their needs.Key ResponsibilitiesCreate outstanding optical experiences for guests by...


  • Green Bay, Wisconsin, United States Disability Solutions Full time

    We are seeking a skilled Financial Planning Strategist to join our team at Disability Solutions. As a key member of our Wealth Planning Business Development Team, you will play a vital role in supporting client advisers and integrating goal-based financial planning into sales and service delivery.The ideal candidate will have 4-7 years of experience in...


  • Green Bay, Wisconsin, United States Disability Solutions Full time

    Job DescriptionThe Wealth Planning Strategist role is an exciting opportunity to join our team at Associated Bank, where we strive to create an inclusive culture that values diverse perspectives as strengths critical to our success.This position requires a deep understanding of advanced financial planning concepts and the ability to integrate goal-based...


  • Green Bay, Wisconsin, United States Ultimate Air, Inc. Full time

    About the RoleUltimate Air, Inc. is seeking a highly motivated Sales Professional to join our team as an In Home Sales Advisor. As a key member of our sales team, you will meet with customers in their homes to provide expert advice on HVAC equipment that best fits their comfort needs. This role offers a lucrative career opportunity with continuous training...


  • Green Bay, Wisconsin, United States Ulta Beauty Full time

    About Us: Ulta Beauty is a leading beauty retailer with a passion for helping guests find the perfect products to enhance their natural beauty.Job Summary:We are seeking a highly skilled and motivated Specialty Beauty Consultant to join our team at 803 Pilgrim Parkway. As a Specialty Beauty Consultant, you will be responsible for providing exceptional guest...


  • Green Bay, Wisconsin, United States Disability Solutions Full time

    Company OverviewAssociated Bank serves more than 120 communities throughout Wisconsin, Illinois, and Minnesota. As a critical component of the company's success, they prioritize creating a diverse workforce where colleagues are respected and given opportunities to perform at their best.SalaryWe estimate this position to offer an annual salary range of...


  • Green Bay, Wisconsin, United States AT&T Full time

    Unlock Your Earning PotentialThe estimated starting salary for this role is $42,400 per year, based on a 40-hour workweek and hourly rate of $24.50. As a Retail Sales Consultant at AT&T in Green Bay, Wisconsin, you will have the opportunity to earn up to $62,460 annually, including commission opportunities.This is a full-time office role with a regular...