Estate Planning Outside Sales - Warm Leads
United Placement Group
Tulsa, oklahoma
Are you a compassionate and experienced sales professional looking for a job with purpose? Join our team and make a significant impact on people's lives!
About Us
With 42 years of experience, we are a leading Estate Planning Service Provider specializing in helping the 55+ market plan and protect themselves, their families, and their assets. Our comprehensive lifetime membership offers access to qualified attorneys, personalized estate plans, and a concierge program for ongoing support.
The Opportunity
As an Estate Planning Specialist, you will play a crucial role in educating and facilitating the estate planning process. Your expertise will help address a critical need in our society, as more than 60% of individuals turning 65 have no estate plan in place.
Key Responsibilities
- Educate potential clients about the importance of estate planning
- Conduct sales presentations with ease and compassion
- Guide clients...