Estate Planning Outside Sales - Warm Leads

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📍 Location: Oklahoma City, Oklahoma, United States

🔍 Industry: Estate Planning Services

🏢 Company: United Placement Group

🗣️ Languages: English

🪄 Skills: Excellent communication skillsRelationship buildingEmpathySales experience

Requirements:

Proven track record in sales, preferably in In-home services or related fields.
Excellent communication skills with the ability to explain topics simply.
Empathy and compassion for working with seniors and their families.
Understanding of estate planning concepts and legal terminology.
Ability to build trust and credibility quickly.

Responsibilities:

Educate potential clients about the importance of estate planning.
Conduct sales presentations with ease and compassion.
Guide clients through our lifetime membership benefits.