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Control Your Schedule & Income: Estate Planning Sales, Warm Leads Only
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Overview
Job Description
Outside Sales Representative – Warm Leads, No Underwriting, High-Earning Potential
Tired of insurance sales headaches—but love working with clients and closing business? Join a thriving, 43-year-old estate planning leader where you’ll never cold call, fight underwriting, or chase endless paperwork again.
Why this opportunity is different
- No cold calling, ever: You work exclusively with warm, qualified leads in the senior market.
- Warm, real-time leads provided: Spend your time presenting and closing—not prospecting.
- No licensing or underwriting: No insurance license required; our model removes underwriting barriers and paperwork headaches.
- Protected, exclusive territory: Producing reps receive a 100-mile radius to maximize time, impact, and income.
- Full support team: Administrative and case support so you stay focused on revenue-producing activity.
What you’ll do
- Meet with qualified seniors and families in a consultative, in-person sales setting
- Educate clients on estate planning solutions and guide them to the right package
- Manage a consistent pipeline of company-generated appointments in your territory
- Represent the company with professionalism, empathy, and a client-first mindset
What you bring
- Proven track record in consumer-direct or in-home outside sales
- Strong communication, presentation, and relationship-building skills
- Self-motivated, competitive, and comfortable in a commission-driven environment
- Reliable transportation and the ability to travel within your assigned territory
Compensation, perks & growth
- Uncapped commission and performance incentives paid weekly
- Warm leads provided at no cost—no prospecting or marketing spend required
- Specialized training, ongoing mentorship, and clear pathways to higher income and leadership roles
- Flexible schedule and long-term growth opportunities in a stable, 43-year-old organization
Ready to do more of what you do best—sell, serve, and earn—without the insurance grind?
Apply today to claim your protected territory and explore a high-impact, commission-based outside sales career helping seniors and their families plan with confidence.
Automate your job search with Sonara.
Submit 10x as many applications with less effort than one manual application.
