Job Description

Are you ready to make a real difference while enjoying a flexible, lucrative sales career?

A Purposeful Opportunity

Every day, tens of thousands of Americans turn 65—and over 60% have no estate plan in place. That means no will, no trust, and no strategy to protect themselves or their loved ones from the complexities of end-of-life matters.

We are a well-established Estate Planning Service Provider (not insurance) with 40 years of experience helping individuals aged 55+ create comprehensive plans to safeguard their families and their wealth. Our clients receive lifelong membership benefits, including access to qualified attorneys, all essential estate planning documents, and a concierge program for ongoing support.

Why Join Us?

• No Prospecting Required: We provide you with no-cost, pre-set warm leads—focus on what you do best: serving clients and closing sales.
• Exclusive Territory: Producing representatives enjoy protected territories within a 100-mile radius.
• Flexible Schedule: Enjoy full autonomy over your calendar and work-life balance.
• Purpose-Driven Work: Help clients secure their futures and make a positive impact every day.

What You’ll Do

• Conduct in-home or outside sales presentations using WARM leads.
• Clearly and compassionately communicate the value of estate planning to clients.
• Guide clients through our lifelong membership program, including attorney access, personalized plans, and ongoing support.
• Close sales and build lasting relationships with clients.

Requirements

• Outstanding closing skills with a proven sales track record.
• Minimum 4 years of outside or in-home sales experience.
• Exceptional communication and presentation abilities.
• Experience in direct-to-consumer or in-home sales.
• Basic computer proficiency.
• Reliable transportation.
• Ability to work independently and as part of a team.

Benefits

• Thorough, specialized industry training.
• No prospecting—no-cost warm leads provided.
• Exclusive territory protection (100-mile radius).
• Weekly compensation.
• Uncapped commission structure.
• Exciting company-sponsored trip incentives.
• No requirement for specialized licensing.
• Complete control over your schedule.
• Promising growth and advancement opportunities.

If you’re passionate about helping others and want to focus on sales—not prospecting—APPLY NOW! Take the next step toward a rewarding career with purpose and potential.

Submit your resume today to be considered for this exclusive opportunity!

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