Estate Planning Consultant jobs in Elkhart, IN

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)

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Real Estate Transaction Coordinator
  • The RGroup Real Estate, Keller Williams Thrive
  • Warsaw, IN PART_TIME
  • Transaction Coordinator

    Our team is growing! The RGroup Real Estate is one of the top producing teams in the county! We need more talent and are developing a successful support team to make sure we provide the best service and experience for our clients in the home buying and selling process.

    We are looking for hard-working individuals to thrive in our culture who have initiative, dedication, and integrity with a strong desire to create a high level of value for our clients! If you are looking for a position that has the ability to transform into an incredible career, we want to hear from you!

    • Oversee all aspects of buyer & seller transactions from executed purchase agreement to closing.
    • Coordinate title/escrow, mortgage loan and appraisal processes.
    • Coordinate inspections, assist in negotiations regarding repairs, and coordinate completion of repairs.
    • Regularly update & maintain communication with clients, agents, title officer, lender etc.
    • Submit all necessary documentation to office broker for file compliance.
    • Coordinate moving/possession schedules.
    • Schedule, coordinate & attend closing process.
    • Input all client information into client database system.
    • Request testimonials & maintain testimonials
    • Maintain preferred supplier list
    • Schedule 30 Day, 90 Day & 120 Day client customer service follow up calls to assist with any home improvement provider recommendations and to ask for referrals.
    • Other tasks, as assigned.

    Qualifications:

    • Strong interpersonal, positive outlook/demeanor & excellent customer service skills.
    • Professional appearance.
    • Flexible schedule.
    • Willingness to train on team and Keller Williams processes.
    • Strong attention to detail.
    • Results oriented and high achiever.
    • Ability to block out distractions and listen intently to the conversation that is occurring.
    • Excellent organizational and time management skills.
    • Career development and training focused.
    • Advanced understanding of computers and navigating the internet
    • Organized, systematic and detail-oriented.
    • Excellent typing skills.
    • Communicates effectively in written and verbal form.

    A Real Estate license is not necessary.

    This position is flexible - can work from home or the office, hours are flexible and includes night and weekend hours, if needed.

    Job Types: Part time, Hourly

    Job Type: Part-time

    Pay: $14.00 - $17.00 per hour

    Expected hours: 10 – 25 per week

    Benefits:

    • Flexible schedule

    Experience level:

    • No experience needed

    Work Location: Hybrid remote in Warsaw, IN 46580

  • 29 Days Ago

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Planning Technician
  • Elkhart County Government
  • Goshen, IN FULL_TIME
  • ELKHART COUNTY GOVERNMENTAL POSITION VACANCY NOTICEPLANNING TECHNICIANDEPARTMENT: Elkhart County Public Services - Planning HIRING RANGE: $19.73-$21.92/hour based on education and position related exp...
  • 18 Days Ago

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Real Estate Manager
  • Patrick Industries
  • Elkhart, IN FULL_TIME
  • The Corporate Real Estate Manager at Patrick Industries leads and oversees business aspects of the Company’s real estate function, including management of the industrial portfolio and site selection a...
  • 13 Days Ago

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Manager - Juvenile Justice Community Planning Project
  • Oaklawn
  • Elkhart, IN FULL_TIME
  • Manager - Juvenile Justice Community Planning Process Are you looking for a rewarding and supportive work environment with opportunities to grow? Join Oaklawn, where hope and healing begin, in address...
  • 13 Days Ago

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Employment consultant
  • Mediabistro
  • Elkhart, IN FULL_TIME
  • Sign-On Bonus : n / a Description : Since 1960, Benchmark has been empowering marginalized populations to see their potential. We are committed to realizing the full potential of EVERYONE those we ser...
  • 2 Days Ago

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Client consultant
  • Flagstar Bank
  • Three Rivers, MI FULL_TIME
  • Description Summary The Branch Banking Client Consultant II provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of o...
  • 2 Days Ago

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0 Estate Planning Consultant jobs found in Elkhart, IN area

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Business Office Manager
  • Hellenic Senior Living - Elkhart
  • Elkhart, IN
  • Business Office Manager - Under New ManagementHellenic Senior Living - Helping,Assisting, & Caring for Seniors! Exciting...
  • 4/26/2024 12:00:00 AM

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Associate Community Manager - Irish Row Apartments
  • Landmark Properties
  • South Bend, IN
  • Job Description The Associate Community Manager is responsible for effectively marketing the community and ensuring the ...
  • 4/26/2024 12:00:00 AM

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Property Manager
  • Equity Lifestyle Properties Inc.
  • Howe, IN
  • Everyone at Twin Mills RV Resort is dedicated to helping you enjoy the very best in family camping. Our Northern Indiana...
  • 4/26/2024 12:00:00 AM

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Resident Sales Assistant at Grand Emerald Place
  • Enlivant
  • South Bend, IN
  • ** Resident Sales Assistant at Grand Emerald Place** **Job Category****:** Sales and Marketing **Requisition Number****:...
  • 4/24/2024 12:00:00 AM

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LEASING CONSULTANT
  • Gene B. Glick Company, Inc.
  • Mishawaka, IN
  • Overview: We are searching for an exceptional customer service focused Leasing Consultant for our Addison on Main apartm...
  • 4/23/2024 12:00:00 AM

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Real Estate Agent for New Home Sales
  • YourWayHome.com LLC
  • Mishawaka, IN
  • Join our team to accelerate your real estate career with new home sales. Our agents benefit from 90/10 commission splits...
  • 4/23/2024 12:00:00 AM

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Resident Assistant (Certified Nurses Assistant /CNA)
  • Peopable
  • Mishawaka, IN
  • Can you be a real, true friend? Is it your nature to be open, listen deeply, know your heart, respond genuinely, and car...
  • 4/23/2024 12:00:00 AM

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Housekeeping Assistant
  • Theracare INC
  • New Carlisle, IN
  • Company Description Since 1964, Indiana families have looked to Miller's Health Systems for compassionate care for their...
  • 4/22/2024 12:00:00 AM

Elkhart /ˈɛlkɑːrt/ is a city in Elkhart County, Indiana, United States. The city is located 15 miles (24 km) east of South Bend, Indiana, 110 miles (180 km) east of Chicago, Illinois, and 150 miles (240 km) north of Indianapolis, Indiana. Elkhart has the larger population of the two principal cities of the Elkhart-Goshen Metropolitan Statistical Area, which in turn is part of the South Bend-Elkhart-Mishawaka Combined Statistical Area, in a region commonly known as Michiana. The population was 50,949 at the 2010 census. Despite the shared name, it is not the county seat of Elkhart County; that ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Consultant jobs
$94,802 to $137,779
Elkhart, Indiana area prices
were up 1.3% from a year ago

Estate Planning Consultant in New Haven, CT
The training program should include topics such as key steps in creating an estate plan, legal issues related to estate planning, charitable contribution strategies, tax planning and estate tax implications, financial considerations and special situations that impact estate planning.
November 29, 2019
Estate Planning Consultant in Somerset, NJ
Training to become an Estate Planning Consultant is your opportunity to create income streams that add real value to your business whilst enhancing existing client relationships.
February 24, 2020
Estate Planning Consultant in Virginia Beach, VA
They are rapidly expanding and now require additional home based consultants / advisers with experience in selling Wills, Trusts and Funeral Plans.
January 02, 2020