Outside Sales Representative - Estate Planning Services
Location: Regional Territory (Travel up to 100+ miles as needed)
Selling estate planning solutions in the senior market is both deeply rewarding and financially motivating—but it’s not for everyone. At Legacy Assurance Plan, a privately held, family-run organization, we believe in transparency, integrity, and real opportunity—not sales hype.
We provide exclusive, company-generated leads and the tools and training you need to succeed. Your income potential depends on how effectively you manage your schedule, run your appointments, and connect with clients.
What Makes This Opportunity Different
- No cold calling or door knocking – all warm leads provided
- Extensive training on estate planning, presentations, and closing strategies
- Weekly support calls and mentorship from seasoned professionals
- Realistic expectations — we share what top earners actually make
- Strong company culture built on honesty, effort, and accountability
What We’re Looking For
- Experienced in-home sales professionals with “kitchen table” presentation skills
- Proven ability to close sales on the first appointment
- Tech-savvy and comfortable with virtual documents and scheduling tools
- Self-driven, organized, and willing to travel throughout your assigned territory
- Resilient and positive under pressure – you don’t take “no” personally
- Able to self-manage from a home office and stay engaged with company training
- Financially prepared to cover personal and travel expenses during the start-up phase
Compensation
This is a 1099 role with unlimited earning potential. You control your results through effort, consistency, and professionalism.
If you value honesty, hard work, and a company that tells it like it is, we’d like to meet you. Submit your application and tell us why you’re ready to succeed with Legacy Assurance Plan.
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