Estate Planning Consultant jobs in New Bedford, 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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Licensed Real Estate Agent
  • ERA Cape Real Estate
  • Yarmouth Port, MA OTHER
  • About the Job
    We would love to talk to you about partnering with ERA Cape Real Estate!
     
    Are you beginning a new career in Real Estate?  
    Becoming a Real Estate agent can be professionally and financially rewarding. How rewarding, is directly related to the services, tools, culture, and training of the company you represent. Here at ERA we focus our efforts on two of the most important concerns for a new agent:
     
    How do I get started? What is the training offered?
    At ERA Cape Real Estate we offer a boots to the ground, person-to-person training program. We do not offer a mentor option, we want you trained by professionals who are paid to give you the fundamentals of a real estate practice and expose you to all of the different responsibilities of a Realtor.  There is no fee for our training program and it is held in our West Dennis office and learning center. 

    Once I get trained, how do I start my book of business?
    We provide you with the tools and goods and services needed to obtain a listing or sale in the first 3 months.  It is typical here at ERA for a brand new agent to obtain a listing or buyer in the first 30 days and have a closing before the end of 90 days.  How do we do that?  See below:

     Here are some of the support tools and resources only available at ERA Cape Real Estate:
    • Top-ranked website for “Cape Cod Real Estate” keywords.
    • Free Electronic Leads.
    • Listing and Personal ADWERX account - digital marketing to put you in front of buyers.
    • Free Access to a fully customizable website platform designed to capture and manage your leads.
    • ERA brand services include MoxiWorks, TextERA, RealVitalize, Home Goods, etc. All designed to make you stand out and obtain the listing or sale.  
    • Most importantly - SUPPORT. Real Live Admins, Sales Managers, Marketing Dept., etc. to be with you every step of the way. You have an entire team of professionals to help you realize your full potential. 

    New Agent Package:
    • Free Business Cards - 1,000 to get you started.
    • Free Initial Announcement card - to your address list of choice.
    • Free E-blast announcement - to all MLS and your email list.
    • Free Agent Brochure - listing presentations, buyer folders, open houses.
    • Free Company Name Badge - welcome to the team.
    • PR releases to local media and the entire community.
    • Free technical consultation for your laptop/iPad connections.
    • Free account for Electronic Signatures.
    • Free Signs and beginning set of riders.
    • Free Agent Website to enhance your digital footprint.
     
    Duties:
    • Guiding Buyers & Sellers through Real Estate transactions.
    • Work independently to assist your clients.
    • Attend showings, open houses, inspections, meetings, and more.

    Qualifications:
    • Active MA Real Estate License
    • Willingness to talk and meet with people about Real Estate.
    • Desire to work independently and have control over your own growth.

    Since 1972, we have remained a locally owned company run by the same family – we know Cape Cod! Our reputation is one of impeccable ethics. Our success is collective. We are a sum total of every agent and their success.  Our agents are OUR CLIENTS. 
  • 17 Days Ago

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Real Estate Rental Agent
  • Ermine Lovell Real Estate Inc.
  • Falmouth, MA PART_TIME,FULL_TIME
  • Company Description Ermine Lovell Real Estate LLC is a premier real estate firm located in Falmouth, MA that specializes residential rentals, and Cape Cod real estate sales. We have highly knowledgeab...
  • 1 Month Ago

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Consultant
  • Red Hat Software
  • Hyannis, MA OTHER
  • About the job The Red Hat Consulting team is looking for a Consultant to join us in Canberra, Australia. In this role, you will guide the on-site delivery and implementation of innovative Red Hat tech...
  • 17 Days Ago

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MIT
  • GoldOller Real Estate Investments
  • New Bedford, MA FULL_TIME
  • Manager in Training We live sneakers, streetwear, and neighborhood culture! All Day! Every Day! It’s an exciting time to be part of our growing retail company, with US headquarters in Philadelphia, PA...
  • Just Posted

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Custodial/Cleaner
  • Picerne Real Estate Group
  • Middletown, RI FULL_TIME
  • Picerne Real Estate Group has been building and managing properties on a continuing basis since 1925. With 3 generations of Picerne leadership providing continued growth on a national stage, pride of ...
  • 8 Days Ago

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Cashier/Sales Associate
  • GoldOller Real Estate Investments
  • New Bedford, MA PART_TIME
  • Cashier/Sales Associate We live sneakers, streetwear, and neighborhood culture! All Day! Every Day! It’s an exciting time to be part of our growing retail company, with US headquarters in Philadelphia...
  • 9 Days Ago

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0 Estate Planning Consultant jobs found in New Bedford, MA area

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Wealth Planning Executive Assistant
  • Finn & Meehan Wealth Management
  • Newport, RI
  • Job Description Job Description Wealth Planning Executive Assistant The Wealth Planning Executive Assistant partners wit...
  • 3/28/2024 12:00:00 AM

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Financial Planner - Wealth Advisor
  • Baystate Financial
  • Plymouth, MA
  • Why Choose Baystate Financial for Your Career Path? In today's intricate industry, there is a demand for a diverse set o...
  • 3/28/2024 12:00:00 AM

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Geotechnical and Foundation Design Consultant
  • CBRE
  • Providence, RI
  • Geotechnical and Foundation Design Consultant Job ID 159903 Posted 20-Mar-2024 Service line GWS Segment Role type Full-t...
  • 3/27/2024 12:00:00 AM

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Relationship Manager
  • Rockland Trust
  • Hyannis, MA
  • Rockland Trust is currently seeking a dynamic and client-focused Relationship Manager to join our Hyannis/Osterville tea...
  • 3/24/2024 12:00:00 AM

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Geomatics Survey Project Manager
  • Vanasse Hangen Brustlin
  • Providence, RI
  • Overview ABOUT THE POSITION Geomatics Survey Project Manager | Hybrid position VHB's growing New England region is seeki...
  • 3/24/2024 12:00:00 AM

New Bedford is a city in Bristol County, Massachusetts, United States. As of the 2010 census, the city had a total population of 95,072, making it the sixth-largest city in Massachusetts. New Bedford is nicknamed "The Whaling City" because during the 19th century, the city was one of the most important whaling ports in the world, along with Nantucket, Massachusetts and New London, Connecticut. The city, along with Fall River and Taunton, make up the three largest cities in the South Coast region of Massachusetts and is known for its fishing fleet and accompanying seafood producing industries ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Consultant jobs
$105,078 to $152,724
New Bedford, 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