Estate Planning Consultant jobs in Lexington, KY

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)

Recently Added Estate Planning Consultant jobs

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Leasing Consultant
  • Coastal Ridge Real Estate
  • Lexington, KY FULL_TIME
  • What You’ll Do:

    As a Leasing Consultant, you’ll be responsible for all aspects of leasing production at your property and provide top notch service for the day to day needs of our valued residents. This is a full-time, non-exempt position reporting to the Property Manager.
     
    Where You’ll Work:
     
    Welcome to Gateway Lofts Lexington! Ideally situated between Downtown Lexington and the University of Kentucky, we place you in the middle of all Lexington, KY has to offer. Minutes from multiple major businesses and medical centers like St. Joseph Hospital, Baptist Health, Fayette County Public Schools, Lockheed Martin, and Amazon, we make your commute a breeze. Our pet-friendly, brand-new studio, one and two-bedroom luxury apartments will feature stainless steel appliances, wood-style plank floors, quartz countertops, washer and dryer, and much more! Come discover where your lifestyle lives at Gateway Lofts Lexington! 

    Your Responsibilities:
     
    • Ensure that both individual and group leasing targets are achieved for the community and proactively communicate both opportunities or threats to the Property Manager.
    • Ensure all lead information is entered, accurate and complete within Entrata.
    • Ensure that all rental inquiries online, in person, or over the phone are responded to quickly and effectively.
    • Ensure all prospects are followed up with through via phone, email or letter within 24 hours.
    • Warm call prospects as needed.
    • Meet, greet & provide tours to leasing prospects.
    • Ensure an in-depth understanding of site leasing trends, traffic patterns and product availability and how that relates to sales and closing process.
    • Ensure all models, office and clubhouse areas, common areas and the “tour route” are maintained to the highest standards of cleanliness and maintenance and proactively communicate any problems to the appropriate party.
    • Properly close the leasing process by asking for the sale.
    • Participate in marketing and outreach efforts.
    • Assist with the planning and hosting of resident events.
    • Effectively manage the community waitlist and communicate with prospects as changes occur.
    • Ensure the proper execution of all screening procedures.
    • Ensure the proper preparation and execution of the lease agreement and related move-in paperwork.
    • Ensure the proper collection of all funds and move-in related fees.
    • Provide support and assistance to all customer service efforts at the community.
    • Write up and file service requests from residents upon receipt.
    • Completes other tasks as directed and assigned.
     
    Required Qualifications:
     
    • High school diploma or equivalent.
    • Ability to read and write English fluently.
    • Computer literacy required.
    • Previous leasing and/or sales experience strongly preferred. Experience in multifamily housing also preferred.
    • Previous experience with property management software such as Entrata, OneSite or Yieldstar preferred.

  • 12 Days Ago
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Estate Sale Merchandiser
  • Blue Moon Estate Sales of Lexington and Louisville
  • Lexington, KY PART_TIME
  • Benefits: Flexible schedule Opportunity for advancement Training & development Estate Sale Merchandiser At Blue Moon Estate Sales we pride ourselves in having the most friendly and helpful estate liqu...
  • 7 Days Ago
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Home Care Aide NEEDED For Elderly Veteran in Lexington, NE
  • Care Planning Institute, Inc
  • Lexington, KY PART_TIME
  • We are a home care aide servcies agency that has been in business since 2007 and help elderly people stay safe and well in their homes. We provide home care services in 15 states. We also offer same d...
  • 1 Month Ago
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Consultant
  • Blue and Company
  • Lexington, KY FULL_TIME
  • Chargemaster and Revenue Integrity ConsultantReady to work at a Top 60 CPA Firm? Blue has been named as a “Best Place to Work” in Indiana and Kentucky, and “Best Employer” in Ohio. At Blue, you are a ...
  • 1 Month Ago
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Production Railroad Construction Superintendent 3
  • Succession Planning for Railroads Investing in the Next Generation (SPRING)
  • Lexington, KY FULL_TIME
  • Title: Production Rail Superintendent 3 FLSA Status: ExemptJob DescriptionThe Production Rail Superintendent is a field-based position that actively participates in and coordinates work on railroad ra...
  • 5 Days Ago
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Landscape Designer / Urban Designer
  • Lord Aeck Sargent Planning & Design, Inc.
  • Lexington, KY FULL_TIME
  • LANDSCAPE DESIGNER / URBAN DESIGNER – Lexington, Kentucky The Lexington office of Lord Aeck Sargent Planning & Design, Inc. is seeking an accomplished, highly motivated Landscape Architectural Designe...
  • 6 Days Ago
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0 Estate Planning Consultant jobs found in Lexington, KY area

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Real Estate Agent for New Home Sales
  • YourWayHome.com LLC
  • Lexington, KY
  • Join our team to accelerate your real estate career with new home sales. Our agents benefit from 90/10 commission splits...
  • 4/18/2024 12:00:00 AM
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Housekeeping Aide
  • Cambridge Nursing & Rehabilitation Center
  • Lexington, KY
  • Cambridge Nursing & Rehabilitation Center - FOR A LIMITED TIME, OFFERING $500 SIGN-ON BONUS FOR FULL-TIME HOUSEKEEPING A...
  • 4/18/2024 12:00:00 AM
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Spectrum Financial Alliance - Director of Business Development
  • Financial Services Company
  • Nicholasville, KY
  • Job Description Job Description Spectrum Financial Alliance is seeking a Director of Business Development to join our te...
  • 4/17/2024 12:00:00 AM
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Director of Business Development
  • Spectrum Financial Alliance Ltd. Llc
  • Nicholasville, KY
  • Spectrum Financial Alliance is seeking a Director of Business Development to join our team! SFA is a fast-growing 100% R...
  • 4/16/2024 12:00:00 AM
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Director of Business Development
  • Spectrum Financial Alliance Ltd., LLC
  • Nicholasville, KY
  • Spectrum Financial Alliance is seeking a Director of Business Development to join our team! SFA is a fast-growing 100% R...
  • 4/15/2024 12:00:00 AM
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Resident Assistant (Certified Nurses Assistant /CNA)
  • Peopable
  • Lexington, KY
  • Can you be a real, true friend? Is it your nature to be open, listen deeply, know your heart, respond genuinely, and car...
  • 4/15/2024 12:00:00 AM
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Geologist Entry to Mid-Level
  • Tetra Tech, Inc.
  • Lexington, KY
  • Discover your full potential. At Tetra Tech, we are collaborating with industry-leading experts for a sustainable future...
  • 4/14/2024 12:00:00 AM
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Resident Care Associate - Caregiver
  • Trilogy Health Services, LLC
  • Lexington, KY
  • **Resident Care Associate - Caregiver** The Willows at Fritz Farm Lexington, KY, US Clinical Services Pay Range : $12.62...
  • 4/14/2024 12:00:00 AM
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About Lexington, Kentucky

Lexington, consolidated with Fayette County and often denoted as Lexington-Fayette, is the second-largest city in Kentucky and the 60th-largest city in the United States. By land area, Lexington is the 28th largest city in the United States. Known as the "Horse Capital of the World," it is the heart of the state's Bluegrass region. It has a nonpartisan mayor-council form of government, with 12 council districts and three members elected at large, with the highest vote-getter designated vice mayor. In the 2017 U.S. Census Estimate, the city's population was 321,959, anchoring a metropolitan are...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Consultant jobs
$92,031 to $133,752
Lexington, Kentucky area prices
were up 1.2% from a year ago
View detail

What does an Estate Planning Consultant do?

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