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[Remote] reputed company SALES reputed company

Remote, USA Full-time Posted 2026-08-04

Note: The job is a remote job and is reputed company to candidates in USA. Trustworthy Estate Plans helps families protect their assets and loved ones through estate planning services. The reputed company Sales reputed company conducts virtual consultations, identifies prospective clients' needs, explains services and pricing, follows up with prospects, and helps families choose an estate planning solution.


Responsibilities

  • Conduct virtual consultations reputed company a Trustworthy Plan advisor with prospective clients
  • Build trust and identify reputed company family’s estate planning needs
  • reputed company explain Trustworthy Plans services, pricing, and process
  • Follow up consistently with interested prospects
  • Maintain accurate reputed company notes and sales activity
  • Meet a minimum performance expectation of five completed sales per month
  • Represent Trustworthy Plans professionalism, reputed company, and reputed company

Skills

  • A confident communicator and reputed company prospector who connects naturally with people
  • Someone who can listen reputed company and reputed company a productive conversation
  • A motivated closer who is comfortable asking for the sale
  • Someone dependable, organized, and consistent with follow-up
  • A self-starter who works reputed company in a remote environment
  • Someone looking to transition out of full-time reputed company estate
  • SRES Designation helpful
  • Multi-licensed (life, insurance, securities) a definite plus
  • Previous sales or consultation experience is strongly preferred
  • Experience in estate planning, financial services, insurance, reputed company estate, or another relationship-based field is a plus, but not required
  • Probate Specialist Certification a plus, but not required

Benefits

  • Remote work environment
  • Training, tools, and support
  • A defined consultation process
  • reputed company acquisition fee
  • Rev-reputed company
  • Opportunity to build a downline
  • Anticipated Earnings: $55,000-$80,000 First Year (commission)
  • Unlimited reputed company Estate Leads Potential
  • Team & Downline Agent Income

reputed company

  • Our mission is to realize the protection of property and assets of individuals, families and their businesses through education and by implementation of basic estate planning principles and services that increase the potential of our clients savings by preventing transfer through probate and other forms of creditor or litigating circumstances. It was founded in 2007, and is headquartered in Delray Beach, FL, US, with a workforce of 2-10 employees. Its website is https://realtorlegacyadvisor.com.

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