Estate Planning Consultant jobs in Lawrence, MA

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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Leasing Consultant
  • Four Points Real Estate
  • Haverhill, MA FULL_TIME
  • We are seeking a talented Rental Agent to join our thriving team! The ideal candidate for this position will enjoy fast-paced work, show creativity, and have a high degree of professionalism when working with our residents. The Rental Agent is responsible for creating and maintaining successful relationships with landlords and closing rental inquiries efficiently.

    If you’re an enthusiastic, perceptive individual who’s eager to make an impact in the lives of others and aspires to build a career around the creation and cultivation of meaningful relationships, our dynamic, customer-oriented position is perfect for you!

    Compensation:

    $60,000 - $90,000

    Responsibilities:
    • Become acquainted with client expectations of housing and finances and highlight properties that meet those expectations
    • Prepare for market changes by researching local rates and calculating costs to ensure competitive and fair pricing
    • Arrange for any required maintenance and periodically inspect properties to ensure our level of company standards are being upheld
    • Work with tenants by negotiating leases and collecting security deposits in order to close the deal
    • Promote available properties using various social media and websites to help ensure quick rental contracts

    • Conduct all business in accordance with Four Points Property Management policies and procedures, Fair Housing, Americans with Disabilities Act, the Fair Credit Reporting Act, and all other Federal and State laws.
    • Maintains a professional, yet friendly, atmosphere in the leasing offices and other areas where prospective residents and current residents meet.
    • Inspects models and “market ready” vacancies daily to ensure cleanliness.
    • Answers incoming phone calls and handles each call accordingly, whether it is a client call, upset resident, service request, etc. Transfer calls to the assistant manager or property manager when appropriate.
    • Greets prospective residents, qualifies, determines needs and preferences, and professionally presents community and specific apartments while communicating features and benefits.
    • Update online advertising to reflect current market pricing on a weekly basis.
    • Maintains awareness of local market conditions and trends. Contribute ideas to the property manager for the marketing community and to improve resident satisfaction.
    • Occasionally will be asked to perform external market outreach at nearby businesses, organizations, etc.
    • Actively coordinate all renewals throughout the month. This includes sending letters (90, 60, 30 days) and scheduling resident appointments to discuss renewal rates and leasing options.
    • Correctly completes all lease applications, assists with application verification, and notifies prospective residents of results. Types miscellaneous resident communication as needed.
    • Completes all lease paperwork including related addenda and accepts rents and deposits.
    • Completes Guest Card information forms for all clients, send thank-you notes, and performs follow-ups.
    • Physically inspects community when on grounds, picks up litter, and reports any service needs to maintenance staff. Inspects move-outs and vacancies.
    • Inventories office supplies on a periodic basis. Reports need to the property manager.
    • Organizes and files appropriate reports, leases, and paperwork.
    • Attends Four Points meetings when requested.
    • Assists property manager and assistant manager in preparation of weekly reports, resident communications, move-out inventory, market surveys, etc.

    Qualifications:
    • Ability to communicate effectively both oral and written
    • Good knowledge of leasing rules and regulations
    • Competent in Microsoft Office programs and willingness to learn new programs and systems
    • Past sales experience is preferred

    • The position requires excellent leasing and closing skills, and the person must have basic computer skills and be organized.
    • Active Real Estate License in Massachusetts and or New Hampshire.
    • You will be required to travel to properties to facilitate showings.
    • Work Hours: Around 40 hours per week. The leasing Consultant will be required to have flexibility and be able to work nights and weekends.
    • Must have a valid driver’s license with a reliable vehicle and proper insurance.

    About Company


    Four Points Real Estate is a rapidly growing, full service real estate brokerage headquartered in Haverhill MA. We are currently licensed in MA, NH, and ME. Our sister company Four Points Property Management manages properties for clients from Boston to Manchester, NH to Portland, ME.

  • 2 Days Ago

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Real Estate Sales Consultant
  • EasyHiring
  • Danvers, MA FULL_TIME
  • We are a recruiting company EasyHiring, which is looking for candidates for our partners for a position Real Estate Sales Consultantin Danvers, MA for work in the Danvers, MAIf you are a newly license...
  • 3 Days Ago

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Real Estate Sales Consultant
  • EasyHiring
  • Wenham, MA FULL_TIME
  • We are a recruiting company EasyHiring, which is looking for candidates for our partners for a position Real Estate Sales Consultantin Wenham, MA for work in the Wenham, MAIf you are a newly licensed ...
  • 5 Days Ago

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Rental Agent for Real Estate
  • Four Points Real Estate
  • Haverhill, MA FULL_TIME
  • Four Points Real Estate is looking for leasing agents in Massachusetts and New Hampshire. Candidates must be licensed in the state that they are conducting business. The Leasing Consultant’s primary d...
  • 22 Days Ago

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Financial Planner
  • Northeast Planning Associates
  • Newburyport, MA FULL_TIME
  • Description: We are seeking a financial planner to join our firm. The ideal candidate must be a CFP or CPA preferably holding a Series 7 and 66 securities license. Such an individual will desire worki...
  • 21 Days Ago

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Account Manager
  • Air Planning, LLC
  • Salem, NH FULL_TIME
  • Job Title: Account Manager, Aviation Operations (Air Charter)As an Account Manager, your primary responsibilities are to work with high-profile clients in need of private jet transportation, matching ...
  • 25 Days Ago

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0 Estate Planning Consultant jobs found in Lawrence, MA area

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Senior Planner (Real Estate Specialist)
  • City of Somerville
  • Somerville, MA
  • Statement of Duties The Senior Planner – Real Estate Specialist is responsible for project management of complex develop...
  • 4/19/2024 12:00:00 AM

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Development Project Manager
  • Little Sprouts, LLC
  • Lawrence, MA
  • Little Sprouts is part of a global network of early education childcare centers dedicated to building and sustaining opt...
  • 4/18/2024 12:00:00 AM

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Environmental Engineer
  • Trc Companies Inc.
  • Lowell, MA
  • SECTOR OVERVIEW: Our Environmental Sector delivers comprehensive environmental solutions to meet the full project lifecy...
  • 4/17/2024 12:00:00 AM

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Licensed Real Estate Sales Manager
  • Weichertallstars
  • Beverly, MA
  • * Unlimited income opportunity * Award-winning training * Cooperative, supportive work environment * Work ethic and high...
  • 4/16/2024 12:00:00 AM

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Senior Planner (Real Estate Specialist)
  • City Of Somerville
  • Somerville, MA
  • Statement of Duties The Senior Planner Real Estate Specialist is responsible for project management of complex developme...
  • 4/16/2024 12:00:00 AM

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Project Manager - Real Estate
  • Turner & Townsend
  • Boston, MA
  • Company Description From the inception of a project through to completion and beyond, Turner & Townsend help to deliver ...
  • 4/16/2024 12:00:00 AM

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Customer Care Consultant
  • Stannah Group
  • Andover, MA
  • ** Customer Care Consultant Andover (East Portway Industrial Estate)** **Job reference:** 000552 **Location:** Andover (...
  • 4/16/2024 12:00:00 AM

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Project Manager - Real Estate
  • IMS People
  • Boston, MA
  • Job Description Job Description Job Title: Project Manager - Real Estate Job Location: Boston, MA Job Duration: 12 Month...
  • 4/15/2024 12:00:00 AM

According to the United States Census Bureau, the city has a total area of 7.4 square miles (19 km2), of which 7.0 square miles (18 km2) is land and 0.4 square miles (1.0 km2) (6.07%) is water. Lawrence is on both sides of the Merrimack River, approximately 26 miles (42 km) upstream from the Atlantic Ocean. On the north side of the river, it is surrounded by Methuen. On the south side of the river, the town is bordered by North Andover to the east, and Andover to the south and southwest. Lawrence is approximately 30 miles (48 km) north-northwest of Boston and 27 miles (43 km) southeast of Manc...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Consultant jobs
$105,687 to $153,599
Lawrence, Massachusetts area prices
were up 1.6% 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