Hybrid Estate Planning Member Consultant - Warm Leads Provided bei United Placement Group

🌟 Estate Planning Member Consultant

Compassion. Purpose. Impact.

Are you a compassionate, experienced sales professional seeking a career that goes beyond commissions? Do you want to make a meaningful difference in the lives of families—while also enjoying exceptional earning potential and a flexible schedule?
👉 If so, this is the opportunity you’ve been waiting for.

💼 About Us

With 42+ years of experience, we are a trusted Estate Planning Service Provider serving the 55+ community. Our one-of-a-kind lifetime membership program provides:

• Direct access to qualified estate planning attorneys
• Fully personalized plans tailored to each member
• A concierge-style support program for ongoing guidance and peace of mind

Our mission is straightforward yet profound: help families protect their future, their assets, and their loved ones.

🚀 The Opportunity

As an Estate Planning Member Consultant, you’ll lead with education and guidance, bringing peace of mind to clients who often don’t even realize how vulnerable they are without a plan. With over 60% of Americans turning 65 without an estate plan, you’ll be fulfilling a critical need and offering a service that truly changes lives.

This is NOT about cold calling—it’s about compassionate, consultative in-home presentations to pre-qualified, warm leads who are eager to learn about their options. Both full-time and part-time opportunities are available.

🔑 Key Responsibilities:

• Educate & inspire clients on the life-changing benefits of estate planning
• Deliver engaging, in-home presentations with confidence, care, and empathy
• Guide potential members through our comprehensive membership benefits
• Build trust, listen deeply, and ensure clients feel heard, valued, and supported

✅ What We’re Looking For:

• Proven track record in sales (in-home, direct-to-consumer, or relationship-based preferred)
• Warm, approachable communication skills with the ability to make complex topics simple and relatable
• Genuine empathy for seniors & families navigating important life decisions
• Confidence, professionalism, and the ability to quickly build trust and credibility

💰 Why Join Us?

✨ Purpose-driven work – Help families achieve peace of mind and security
✨ Booming demand – An underserved market with millions in need
✨ No prospecting required – We supply pre-qualified, no-cost warm leads
✨ Protected territories – 100-mile radius for producing representatives
✨ Complete training & ongoing support – Weekly staff webinars & full back office administration
✨ Flexible schedule – Choose full-time or part-time based on your lifestyle
✨ Competitive pay – Weekly compensation, generous bonuses, uncapped commissions, and incentive trips

💵 Average earning potential: $65K – $120K annually (with top performers exceeding this range).

🌍 Your Territory

Work within a protected 100-mile radius of your home base, with opportunities to relocate to any of the 25+ states we serve.

🌟 Ready to Transform Lives—Including Your Own?

Step into a role where your skills, compassion, and drive can make a life-changing difference—whether you want a flexible part-time schedule or a full-time career path.

📩 Apply today to start a rewarding career that combines purpose, service, and unlimited growth potential.