United Placement Group · 1 week ago
Legacy Planning Sales - Serve Families, Control Your Time & Your Income
Houston, TX, US
Full-time
Hybrid
Mid, Senior LevelUnited Placement Group is seeking experienced outside sales professionals to join their team at Legacy Assurance Plan, which focuses on helping families protect their future through estate planning solutions. The role involves consultative selling to seniors and their families, building trust-based relationships, and providing personalized estate planning services.
Staffing & Recruiting
Responsibilities
Meet with seniors and their families in their homes or via virtual appointments to understand their needs and goals
Present clear, personalized estate planning solutions that align with those needs
Build trust-based relationships by listening first, educating clearly, and guiding clients through the decision-making process
Follow up with prospects and clients to ensure continued satisfaction and maintain long-term relationships
Manage your schedule and territory to maximize both client impact and personal income
Qualification
Required
Proven track record of success in outside or in‑home sales
High moral and ethical standards; you do the right thing, even when no one is watching
Strong communication, listening, and relationship-building skills
Genuine passion for helping families make informed decisions about their future
Willingness to travel within your territory and adapt to client schedules, including some evenings or weekends
Benefits
Qualified leads provided – no cold calling.
Comprehensive training & ongoing support.
Uncapped earning potential.
Purpose-driven work.
Supportive, team-focused culture.
Company
United Placement Group
United Placement Group is a highly specialized, Florida-based organization committed to connecting talent with opportunity.
Founded in 2022
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase