Alliance America · 1 week ago
Estate Planning Sales Rep - Warm Leads, High Impact, High Income
Kronenwetter, Wisconsin, United States
Full-time
Onsite
Mid Level
$100K/yr - $100K/yr
4+ years expAlliance America is a company focused on estate planning services, and they are seeking an experienced outside sales representative. The role involves meeting with clients for needs-based presentations, guiding them through estate planning solutions, and closing sales without cold calling.
Financial ServicesFuneralsInsuranceRetirement
Responsibilities
Meeting with clients in their homes for scheduled, needs-based presentations
Listening, asking smart questions, and making complex topics simple and clear
Guiding seniors and their families to the right solution—and confidently closing the sale
Owning your calendar and your territory so your work fits your life, not the other way around
Qualification
Required
4+ years of outside or in-home sales experience
A track record of closing sales
Comfortable sitting at a kitchen table and having real conversations
Ability to build trust quickly
Basic tech skills (email, simple online tools, and digital paperwork)
Reliable transportation and willingness to travel locally
Independent and organized
Experience in direct-to-consumer sales (final expense, solar, home improvement, alarms, etc.)
Enjoy in-home selling
Benefits
Strong training and ongoing support
No-cost, warm leads
Protected territory
Trips, contests, and recognition for top performers
No special licensing required beyond what you already bring to the table
Real flexibility to build a schedule and lifestyle that works for you
Company
Alliance America
Alliance America is a financial service company that offers insurance, funeral trust, retirement plan, and annuities services.
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase