Estate Planning Consultant provides estate planning consultation to the agency work force. Develops and conducts any training or educational seminars necessary to guide agents and their clients through the procedural, legal, and financial aspects of their plans. Being an Estate Planning Consultant is responsible for developing and maintaining relationships with professional advisors. Requires a bachelor's degree. Additionally, Estate Planning Consultant typically reports to a manager. Estate Planning Consultant is a specialist on complex technical and business matters. Work is highly independent. May assume a team lead role for the work group. To be an Estate Planning Consultant typically requires 7+ years of related experience. (Copyright 2024 Salary.com)
You are an intrinsically motivated sales professional with a competitive spirit. You are excellent at building rapport, listening to the needs of others and identifying solutions. Prospecting and lead generation are your strength zones. Overcoming objections comes naturally. You are a strong communicator and committed to service.
Limbird Real Estate is a locally owned and operated brokerage with highly trained real estate professionals. None of our agents are part-time and they have devoted their careers to being trusted advisors for real property transactions. We are powered by PLACE, a broker-agnostic business services and technology platform transforming the industry for top agents and their customers. Join and gain in-house marketing and design services, daily live professional development opportunities, superior technology that eliminates up to 75% of daily tasks, and more. We invest in your future by providing opportunities for personal and professional growth, so you can dream bigger while gaining exponential leverage and success within our powered by PLACE team.
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0 Estate Planning Consultant jobs found in Fort Smith, AR area