Outside Sales - Estate Planning Closers Needed

As an Outside Sales Representative at our company, your main responsibilities will include conducting engaging sales presentations to prospective clients, generating new business, and maintaining relationships with existing clients. You will also benefit from qualified leads and preset appointments, allowing you to focus more on closing sales rather than sourcing them. Additionally, documenting sales activities using a CRM system and participating in weekly web conferences are essential for tracking and improving our sales strategies.

To qualify for the Outside Sales position in Estate Planning, candidates must have a minimum of 2+ years of experience in in-home sales. A proven sales track record is crucial, along with excellent communication, time management, and organization skills. Familiarity with computer systems and prior experience using a CRM platform are also required. While no specific license is needed for this position, we do ask that applicants reside in the state they are applying for as this helps us serve our clients better.

As an Outside Sales expert specializing in Estate Planning with our company, you can expect to earn a competitive commission-based income, with estimated weekly earnings ranging from $1,650 to $2,550. Plus, there is potential to earn additional monthly bonuses ranging from $700 to $1,500 based on your performance. With unlimited earning potential, this role provides a fantastic opportunity to secure a six-figure income.

Absolutely! Our company is dedicated to your professional growth and offers a wealth of financial and career advancement opportunities. Through our comprehensive training programs and supportive team environment, you will have access to skills improvement and mentorship from seasoned sales experts. As you prove your abilities and increase sales performance, there will be ample chances for promotion or specialized roles within the company, allowing you to elevate your career even further!

We believe in setting our Outside Sales Representatives up for success, which is why we provide thorough training and ongoing support. New hires will participate in comprehensive training sessions tailored to our products and sales techniques. You will also have regular access to mentorship from senior team members. In addition, we host weekly web conferences to keep our team updated on industry trends and our sales strategies. This continued education ensures you have all the tools necessary to excel in your role.

Certainly! Highlight your background in in-home sales, detailing how your experience aligns with the goals of the Outside Sales position. Discuss specific instances where you achieved significant results or overcame challenges in sales. Be sure to showcase your ability to connect with clients and foster relationships, as this is critical in estate planning sales.

Handle objections by maintaining a calm demeanor and actively listening to the client's concerns. Acknowledge their feelings and respond with empathy. Provide relevant information or testimonials that address their objections, emphasizing how your services can meet their needs effectively. Ultimately, demonstrate that you are a solutions-oriented professional who prioritizes client satisfaction.

Discuss various lead generation techniques you have successfully implemented, such as networking, referrals, or leveraging social media. Explain your process for nurturing leads and converting them into sales, showcasing your ingenuity in identifying prospects, especially in the estate planning market where clients often seek trusted advice.

Articulate that estate planning is essential for securing clients' futures and offering peace of mind. Share ways in which you would communicate its importance to clients, such as addressing common misconceptions and highlighting the benefits of being proactive in their planning. Your ability to educate clients will be critical in your sales presentations and client engagements.

Share a specific example of a challenging sales experience. Focus on what didn't go as planned, the insights you gained, and how you adapted your approach in the future. Demonstrating resilience and a growth mindset will illustrate your commitment to continuous improvement.

Discuss your strategies for effective time management, such as using a CRM system to track leads and appointments. Emphasize your ability to prioritize based on lead quality and urgency. Your organizational skills are key to ensuring no potential clients fall through the cracks.

Highlight your approach to establishing rapport, such as using open-ended questions, active listening, and mirroring body language. Share a few ice-breaking strategies you utilize to create a comfortable environment for clients, as building trust is essential in estate planning conversations.

Detail a specific challenging case where you managed to close the deal, focusing on the steps you took to understand the client's needs, the strategies you employed to address their concerns, and how you ultimately turned their hesitation into a positive outcome. This story will demonstrate your capability to handle complex sales situations.

Share your insights on what makes the company unique in offering estate planning services. Discuss the strengths of our products, the commitment to serving clients, and the supportive sales environment that enables you to succeed. Your understanding of the company’s values will show your enthusiasm for the role.

Discuss the steps you take to stay ahead in the industry, such as attending webinars, reading industry publications, or participating in networking groups. Demonstrating your commitment to continuous learning will portray you as a proactive and knowledgeable candidate.