Estate Planning Consultant jobs in Lynchburg, VA
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
Leasing Consultant
- Coastal Ridge Real Estate
-
Harrisonburg, VA
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:Arcadia Harrisonburg is an off-campus student housing community located in Harrisonburg, VA. The property is located less than one mile from James Madison University. The 4-bedroom, 4.5-bathroom apartments are fully furnished and feature private bathrooms, a modern appliance package, wood-style plank flooring, a full-size washer & dryer, cable TV included, and ceiling fans. Residents have access to a newly renovated clubhouse with a 24-hour fitness center, business center, lounge area, coffee bar, and game room.
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.
- 5 Days Ago
Real Estate Showing Partner-Charlottesville VA
- Crush Real Estate Group
-
Charlottesville, VA
FULL_TIME
- Love Real Estate and love the money but have trouble getting clients? Work for our amazing team, that will give you the leads and all you have to do is convert and close. We are looking for an agent w...
- 21 Days Ago
Planning Technician
- City of Lynchburg
-
Lynchburg, VA
FULL_TIME
- The City of Lynchburg is an Equal Opportunity EmployerThe City of Lynchburg’s Planning Division is seeking a Planning Technician to join our team! The Planning Technician performs administrative and t...
- Just Posted
Planning Manager
- City of Charlottesville, VA
-
Charlottesville, VA
FULL_TIME
- Salary $79,664.00 - $96,304.00 Annually Location Charlottesville, VA Job Type Regular Full-Time Job Number 240200045 Department Neighborhood Development Services Opening Date 04/15/2024 Closing Date C...
- Just Posted
Planning Manager
- City of Charlottesville
-
Charlottesville, VA
FULL_TIME
- The City of Charlottesville is seeking candidates to be considered for position of Planning Manager who are highly motivated and who strive for success by demonstrating Charlottesville's Core Values o...
- 7 Days Ago
Consultant
- Everence
-
Harrisonburg, VA
FULL_TIME
- POSITION SUMMARY Focus on meeting the needs of donors through charitable gift planning and providing support. Develop relationships with Charitable Services donors, prospective donors, and non-profits...
- 10 Days Ago
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0 Estate Planning Consultant jobs found in Lynchburg, VA area
Janitor & Custodian
- Loves
-
Lynchburg, VA
- Benefits Flexible Schedule + Competitive pay (paid weekly) + Holiday pay + Medical/Dental/Vision and Life Insurance Plan...
- 4/24/2024 12:00:00 AM
Transformer Assembler (GP/Nights)
- Delta Star Inc
-
Lynchburg, VA
- At Delta Star, growth meets innovation as we supply one of life's most basic needs - electricity! From being part of the...
- 4/24/2024 12:00:00 AM
Endocrinology Nurse Practitioner
- Privia Health
-
Lynchburg, VA
- We are currently looking for a nurse practitioner or physician assistant interested in endocrinology to join our private...
- 4/24/2024 12:00:00 AM
Territory Manager - Virginia South
- ZOLL Medical Corporation
-
Lynchburg, VA
- CMS At ZOLL, we're passionate about improving patient outcomes and helping save lives. We provide innovative technologie...
- 4/24/2024 12:00:00 AM
Application and System Developer
- BWX Technologies, Inc.
-
Lynchburg, VA
- At BWX Technologies, Inc. (NYSE: BWXT), we are People Strong, Innovation Driven. Headquartered in Lynchburg, Virginia, B...
- 4/24/2024 12:00:00 AM
Dentist
- HealthDrive
-
Lynchburg, VA
- Overview: HealthDrive is currently seeking a Dentist. Full-Time or Part-Time (3-5 days per week) Lynchburg, VA Area up t...
- 4/24/2024 12:00:00 AM
Remote Part Time Data Entry Work From Home Computer Job
- Expert Analytical Solutions
-
Lynchburg, VA
- Job Description Remote Part Time Data Entry Work From Home Computer Job Work from Home Online Computer Work - Administra...
- 4/24/2024 12:00:00 AM
Director of Human Resources (Facilities & Campus Services)
- University of Massachusetts
-
Amherst, VA
- Director of Human Resources (Facilities & Campus Services) Job no: 523088 Work type: Staff Full Time Campus: UMass Amher...
- 4/20/2024 12:00:00 AM
About Lynchburg, Virginia
Lynchburg is an independent city in the Commonwealth of Virginia in the United States. As of the 2010 census, the population was 75,568. The 2017 census estimates an increase to 81,000. Located in the foothills of the Blue Ridge Mountains along the banks of the James River, Lynchburg is known as the "City of Seven Hills" or the "Hill City". In the 1860s, Lynchburg was the only major city in Virginia that was not recaptured by the Union before the end of the American Civil War.
Lynchburg lies at the center of a wider metropolitan area close to the geographic center of Virginia. It is the fifth-...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Consultant jobs
$90,745 to $131,883
Lynchburg, Virginia area prices
were up 1.2% from a year ago
were up 1.2% from a year ago
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