Talent.com
Estate Planning Member Consultant - Warm Leads Provided

Estate Planning Member Consultant - Warm Leads Provided

United Placement GroupCollege Station, TX, US
job_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
  • serp_jobs.job_card.part_time
  • serp_jobs.filters_job_card.quick_apply
job_description.job_card.job_description

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.

    serp_jobs.job_alerts.create_a_job

    Estate Planning Consultant • College Station, TX, US