Commission-Based Estate Planning Sales Rep - Warm Leads, Big Income jobs in United States
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Alliance America · 1 week ago

Commission-Based Estate Planning Sales Rep - Warm Leads, Big Income

Alliance America is a company dedicated to providing estate planning solutions for the 55+ market. They are seeking a Commission-Based Estate Planning Sales Rep who will conduct needs-based sales presentations and help families understand the value of proper estate planning.

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

In-home sales experienceConsumer-direct sales experienceCRM proficiencyCommunication skillsOrganizational skillsEmpathyTime managementMotivation

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

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