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Control Your Schedule & Income: Estate Planning Sales, Warm Leads Only

United Placement GroupMarshfield, WI
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Overview

Schedule
Flexible-schedule
Full-time
Career level
Senior-level
Remote
On-site
Benefits
Flexible/Unlimited PTO
Career Development

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.

Automate your job search with Sonara.

Submit 10x as many applications with less effort than one manual application.

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FAQs About Control Your Schedule & Income: Estate Planning Sales, Warm Leads Only Jobs at United Placement Group

What is the work location for this position at United Placement Group?
This job at United Placement Group is located in Marshfield, WI, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at United Placement Group?
Employer has not shared pay details for this role.
What employment applies to this position at United Placement Group?
United Placement Group lists this position under the following employment categories:
  • Flexible-schedule
  • Full-time
What experience level is required for this role at United Placement Group?
United Placement Group is looking for a candidate with "Senior-level" experience level.
What benefits are offered by United Placement Group for this role?
United Placement Group offers following benefits: Flexible/Unlimited PTO and Career Development for this position. Actual benefits may vary depending on the employer's policies and employment terms.
What is the process to apply for this position at United Placement Group?
You can apply for this role at United Placement Group either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.