Outside Sales Representative - Estate Planning Services | Flexible Schedule jobs in United States
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Alliance America · 3 days ago

Outside Sales Representative - Estate Planning Services | Flexible Schedule

Alliance America is a company that specializes in estate planning services, offering a flexible schedule for their sales representatives. The role involves conducting in-home presentations and guiding clients through estate planning options, focusing on building rapport and closing sales effectively.

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 skillsCommunicationEmpathyBasic tech proficiency

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

Commission-based with uncapped earning potential; top producers earn $100k+.
Flexible schedule: Full-time or part-time—you control your calendar and income.
Warm, no-cost leads: Company-generated, inbound, and qualified so you stay focused on presenting and closing.
Purpose-driven work: Help seniors and families secure wills, trusts, and critical estate planning documents—not insurance, but real protection and peace of mind.
Company-paid, warm leads delivered in real time—no marketing or lead costs.
Protected, exclusive territory for producing reps.
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