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)
Performs all sales and leasing activities in person to achieve the property’s revenue and occupancy goals by greeting and qualifying prospects face-to-face, conducting property tours and showing apartments, processing applications, credit screening, criminal background checks, preparing the lease and move-in package, and ensuring a smooth resident move-in and lease signing.
Follows-up with prospects and new residents to ensure satisfaction by sending e-mail, thank-you notes, and cards or making telephone calls or other contacts to finalize decisions to lease and / or renew.
Respond to in-person, phone, and email inquiries, which includes providing leasing information, making appointments, and creating and following up with maintenance requests.
Completes various accounting, financial, administrative, and other reports and performs other duties as assigned or as necessary.
Provide excellent customer service and assist all clients with a positive and friendly tone.Attends routine safety meetings, completing required training on OSHA and other safety related laws and requirements, and by reporting accidents and incidents promptly.
Excellent communication and customer service skillsProficiency in Microsoft Office SuiteBENEFITS WE PROVIDE YOU : Competitive compensation401K Plan with Employer matchMedical, Dental, Vision, Disability Coverage, Basic Life Accidental Coverage and Life.
Paid vacation, sick and holidaysSupplemental Insurance Benefits with Colonial Life
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Last updated : 2024-04-06
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0 Estate Planning Consultant jobs found in Pensacola, FL area