Outside Sales Representative - Estate Planning (In-Home)
United Placement Group · Marshfield, Wisconsin, United States · Posted Jun 3, 2026
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$100,000+ Income Potential | Purpose-Driven Career
Are you a proven outside sales pro who wants high income, real control over your schedule, and work that actually matters to families? This role gives you qualified, warm leads and a meaningful product that every family needs—not just wants.
Join a growing estate planning company with minimal competition, strong pricing, and a system built to help experienced closers win.
What you’ll do
Meet with clients in their homes using qualified, warm leads you can work on your schedule
Build trust, uncover needs, and guide families through straightforward estate planning solutions
Run the full sales process—present, close, and follow up using our CRM
Represent a program that delivers real peace of mind and long-term protection for families
Compensation & perks
Uncapped income potential – your earnings reflect your effort and closing ability
Typical income of $1,650–$2,550+ per week
Monthly bonuses averaging $900–$1,200+
Company-sponsored trips and performance incentives
Qualified, warm leads provided – focus on selling, not prospecting
Comprehensive training and ongoing support
Strong work-life balance – fewer nights and weekends than most sales roles
Why this role stands out
Estate planning is essential for every family , not a luxury add-on
Minimal competition in the marketplace
No license required (this is not insurance)
You focus on closing quality appointments instead of chasing cold leads
Your work has clear purpose: helping families protect what matters most
What you bring
At least 3 years of successful outside, in-home, or direct-to-consumer sales experience
Proven track record of closing and hitting or exceeding targets
Strong communication, organization, and time management skills
Comfortable using a CRM and basic computer tools
Reliable transportation and willingness to meet clients in person
Must reside in the state where you are applying
If you’re driven, coachable, and ready to take control of your income while making a real impact, apply now with your current resume.