Outside Sales Representative - Estate Planning Services | Flexible Schedule jobs in United States
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Alliance America · 1 week ago

Outside Sales Representative - Estate Planning Services | Flexible Schedule

Alliance America is seeking experienced in-home closers for their Outside Sales Representative role in Estate Planning Services. This position offers the flexibility to work on your own terms while helping seniors and families secure essential estate planning documents through structured presentations and consultations.

Financial ServicesFuneralsInsuranceRetirement

Responsibilities

Conduct structured, in-home presentations
Educate and guide seniors and their families through estate planning options
Build rapport quickly, handle questions with confidence, and close business in a one-call close environment
Manage your schedule, pipeline, and follow-up to maximize territory and earnings

Qualification

Outside sales experienceConsultative selling skillsEmpathyCommunication skillsBasic tech proficiencySelf-motivatedTime management

Required

4+ years of successful outside or in-home, direct-to-consumer sales experience
Proven closer with strong communication, empathy, and consultative selling skills
Comfortable with basic tech (email, calendar, electronic documents) and organized with your time
Reliable transportation and willingness to travel within a protected 100-mile radius
Self-motivated, independent, and driven by results and commission income

Benefits

Company-paid, warm leads delivered in real time—no marketing or lead costs.
Comprehensive initial training plus ongoing coaching and field support.
Company trips, contests, and performance incentives—your results are recognized and rewarded.

Company

Alliance America

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Alliance America is a financial service company that offers insurance, funeral trust, retirement plan, and annuities services.

Funding

Current Stage
Growth Stage
Company data provided by crunchbase