Lucrative Commission | Flexible Independent Role | Direct-to-Consumer Sales

Are you a seasoned business development professional with deep connections in estate planning, wealth management, financial services, or high-net-worth (HNW) advisory circles? Do you thrive in high-trust sales environments where strategic relationships generate long-term revenue?

We are seeking top-tier independent sales professionals to introduce a highly sought-after estate implementation service to HNW and upper-middle-class (UMC) inspaniduals. Our firm partners with trusted advisors—estate attorneys, wealth managers, CPAs, and other financial professionals—who refer their clients to ensure their estate plans are executed seamlessly.

This is an independent 1099 contractor role with uncapped earning potential, making it ideal for professionals who want full control over their sales strategy while leveraging existing networks to build passive, recurring income from referral-based client engagements.

• High-Ticket, Direct-to-Consumer Sales – No institutional contracts; all deals are made with inspanidual HNW/UMC clients.

• B2B Referral Partnerships = Scalable Growth – One trusted estate planner or wealth manager can introduce 20+ clients per year.

• Hybrid Closing Model (First 90 Days) – Work with an experienced closer while ramping up, then transition to full commission when proven.

• Uncapped Commission (10-25%) – Earn $150K-$300K+ in first-year commissions based on successful referral partnerships and client closings.

• Optional Training & Certification – Access free, professional training and certification, giving you additional credibility with referral sources (but not required).

• Flexible, Independent Role – Set your own schedule, build your own network, and sell using your own style.

• Develop referral partnerships with attorneys, wealth advisors, CPAs, and estate planners who introduce clients in need of implementation services.

• Educate and advise prospective clients on how our firm ensures their estate plans are executed efficiently.

• Close high-value client engagements (or refer them to an internal closer during the first 90 days).

• Manage a self-sustaining pipeline by nurturing relationships with key advisors who generate repeat client referrals.

• Use firm-provided CRM to log closed deals for commission tracking (no activity tracking required).

• Commission Range: 10-15% per closed engagement

• Average Deal Size: $5,000-$15,000 (some cases $25K+)

• Earnings Potential: $150,000-$300,000+ in the first year (performance-based)

• First 90 Days: Access to an in-house closer, with commission split (10-12% to rep, 10-15% to closer)

• Post 90 Days: Full commission (15-15%) upon demonstrated closing ability

  • 
    

• High-trust sales professionals with experience in estate planning, financial services, private banking, wealth management, or legal consulting.

• Confident relationship-builders who can engage with high-level professionals and affluent inspaniduals.

• Consultative sales experts who understand how to position long-term value to sophisticated clients.

• Proactive business developers who can cultivate 5-10 engaged referral partners to drive consistent client introductions.

• Preference given to candidates near major metropolitan areas, but all qualified candidates authorized to work in the US will be considered. 

• Step 1: Submit your resume and a brief cover letter outlining your experience in high-trust B2B sales and HNW/UMC client engagement.

• Step 2: If selected, you’ll participate in a video introduction and business development strategy discussion.

• Step 3: Final candidates will present a brief sales pitch simulation before receiving an offer.

Send your application to: [[email protected]]

Due to the nature of this role, only highly qualified candidates with relevant industry experience will be considered. Please note: This is a commission-only position.