What are the responsibilities and job description for the Estate Planning Outside Sales - Warm Leads position at United Placement Group?
Are you a compassionate and experienced sales professional looking for a job with purpose? Join our team and make a significant impact on people's lives!
About Us
With 42 years of experience, we are a leading Estate Planning Service Provider specializing in helping the 55 market plan and protect themselves, their families, and their assets. Our comprehensive lifetime membership offers access to qualified attorneys, personalized estate plans, and a concierge program for ongoing support.
The Opportunity
As an Estate Planning Specialist, you will play a crucial role in educating and facilitating the estate planning process. Your expertise will help address a critical need in our society, as more than 60% of individuals turning 65 have no estate plan in place.
Key Responsibilities
Why Join Us?
About Us
With 42 years of experience, we are a leading Estate Planning Service Provider specializing in helping the 55 market plan and protect themselves, their families, and their assets. Our comprehensive lifetime membership offers access to qualified attorneys, personalized estate plans, and a concierge program for ongoing support.
The Opportunity
As an Estate Planning Specialist, you will play a crucial role in educating and facilitating the estate planning process. Your expertise will help address a critical need in our society, as more than 60% of individuals turning 65 have no estate plan in place.
Key Responsibilities
- Educate potential clients about the importance of estate planning
- Conduct sales presentations with ease and compassion
- Guide clients through our lifetime membership benefits
- Proven track record in sales, preferably in In-home services or related fields
- Excellent communication skills with the ability to explain topics simply
- Empathy and compassion for working with seniors and their families
- Understanding of estate planning concepts and legal terminology
- Ability to build trust and credibility quickly
Why Join Us?
- Make a meaningful difference in people's lives
- Work in a growing market with increasing demand
- Comprehensive training and support
- Competitive compensation package
- Opportunity for professional growth and development
- No prospecting required with our no cost warm leads!
- Protected Territory (100 mile radius for producing reps)
