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)
About the Opportunity:
Franchise-like opportunity with entry-level capability through offering expert mentoring and training from seasoned agents.
Are you passionate about helping people secure their estates and achieve comprehensive retirement planning? Join our team as an Estate Preservation and Retirement Planning Consultant. This independent position offers a "Franchise-Like" opportunity, backed by corporate support from Estate Preservation Agency. With a potential client pool of more than 2 million Michiganders, and 1000’s more being added each month, it's the perfect timing to embark on a highly rewarding career.
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To see if you qualify and discuss licensing and certification requirements, please contact us today! Don't miss this "Franchise-Like" opportunity to start your training for a rewarding career in Estate Preservation and Retirement Planning.
Note: Consideration will be given on a case-by-case basis for covering startup costs while building your own insurance career.
Join us and be in control of your career with no ceilings to break through and no set schedule. Your effort and ability determine your success. Apply now!--
Job Type: Full-time
Pay: $80,000.00 - $120,000.00 per year
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Work Location: Hybrid remote in Brighton, MI 48116
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