Job Description
Job Description
Non-Attorney Salesperson - Estate Planning
If you're money-motivated, sales-driven, and highly competitive, join our talented sales team as a field sales representative. Your skills and drive will be put to use in this rewarding role as the owner and producer of new business in your sales territory. As our salesperson, you'll develop and implement your own initiatives to meet and exceed sales goals.
Our ideal candidate will have a proven track record of success in achieving sales targets, be goal-driven, and have strong negotiation, communication, and interpersonal skills. We provide our sales team with a competitive salary and commission structure.
Would you like to have a fulfilling career with the opportunity for advancement? We're looking for driven sales professionals who want more than just an average job. Apply today!
Compensation :
$45,000 ($120,000 OTE)
Responsibilities :
- Commit to staying updated on all services and products, competition, and market conditions to ensure customer needs are met
- Inform company of all sales activities, including new business development, account status, customer needs, potential customers, and issues with competition via CRM
- Appear at in-person or online trainings, meetings, trade shows, and sales events
- Create and fulfill a customer acquisition strategy for your sales territory
- Speak to potential customers to introduce our services or new products
Qualifications :
You will need 3-5 years of inside or outside sales experienceApplicant must have a valid driver’s license and reliable vehicleWe prefer if you have a bachelor’s degree or high school school diplomaShould have working knowledge of a CRMApplicant must have strong customer service, communication, interpersonal, and negotiation skillsAbout Company
Why You’ll Love Working Here
Mission With Heart – You’ll see the direct, positive impact of your work on real families.Supportive Team – Warm culture rooted in our core values; teammates help each other win.Growth Path – Clear expectations, quarterly KPIs, and leadership opportunities as we expand.Competitive Compensation – Salary commensurate with experience plus performance incentives tied to revenue, file movement, and client satisfaction.Full Benefits – Health, Dental, and Vision insurance, 15 PTO days, paid holidays, and professional development.