Alliance America · 3 days ago
Commission-Based Estate Planning Sales Rep - Warm Leads, Big Income
Alliance America is a company that has been providing estate planning solutions for over 40 years, focusing on the 55+ market. They are seeking a Commission-Based Estate Planning Sales Representative to conduct needs-based sales presentations, helping families understand the value of estate planning and guiding them toward appropriate solutions.
Financial ServicesFuneralsInsuranceRetirement
Responsibilities
Conduct flexible, needs-based sales presentations with prospective clients in the 55+ market
Help families understand the value of proper estate planning and guide them toward the right solution
Generate new business through follow-up, referrals, and community-based outreach in the senior market
Represent our mission-driven organization with professionalism, empathy, and integrity
Qualification
Required
2+ years of in-home or consumer-direct sales experience, ideally in financial services, insurance, home services, or similar consultative roles
Highly motivated, disciplined, and comfortable working in a commission-driven environment
Exceptional communication skills with the ability to explain important concepts in a clear, compassionate way
Strong organizational and time management abilities; you know how to manage your own calendar and pipeline
Proficient with computers and CRM systems; able to track leads, appointments, and production accurately
Proven background in consumer-direct outside sales with a track record of closing business
Genuine passion for making a positive impact on seniors and their families
Willingness to work a flexible schedule that may include some evenings or weekends to meet client needs
Benefits
Monthly production bonuses
Company-sponsored trips
Performance incentives that reward consistent results
Comprehensive training
Scripts
Tools
Ongoing mentorship to ensure you’re supported in every step of the sales process
Clear growth opportunities for top producers who want to expand into leadership, training, or market development roles
Company
Alliance America
Alliance America is a financial service company that offers insurance, funeral trust, retirement plan, and annuities services.
Funding
Current Stage
Growth StageCompany data provided by crunchbase