Estate Planning Consultant jobs in Pensacola, FL

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
  • CARTER-HASTON REAL ESTATE SVC
  • Pensacola, FL FULL_TIME
  • 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

  • 17 Days Ago

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Financial Planning Consultant
  • Raymond James Financial, Inc.
  • Destin, FL FULL_TIME
  • Financial Planning Consultant-2303053 Description Job Summary: Under limited supervision uses specialized knowledge and skills obtained through experience, specialized training or certification to ser...
  • 13 Days Ago

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Leasing Consultant - Sunnyside, Panama City, FL
  • Bryten Real Estate Partners
  • Panama, FL OTHER
  • Job Details Job Location: 921-Sunnyside - Panama City, FL Salary Range: $17.00 - $18.00 Hourly DescriptionWe're excited to announce a Leasing Consultant position available at Sunnyside!! We are commit...
  • 9 Days Ago

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Leasing Consultant - Lease up/New Construction
  • Provence Real Estate
  • Panama, FL FULL_TIME
  • Leasing Consultant - Lease up/New Construction Community GENERAL DESCRIPTION: To lease new construction luxury apartments at the highest effective rent level possible, while maintaining a strong custo...
  • 14 Days Ago

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Leasing Consultant - Lease up/New Construction
  • Provence Real Estate
  • Panama, FL FULL_TIME
  • Leasing Consultant - Lease up/New Construction Community GENERAL DESCRIPTION: To lease new construction luxury apartments at the highest effective rent level possible, while maintaining a strong custo...
  • 14 Days Ago

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Immediate Hire Mental Health Therapist!
  • AIM Medical Consultant Services
  • Pensacola, FL CONTRACTOR
  • Job Title: Mental Health Therapist Company: Aimergency Connect Care Location: Remote About Aimergency Connect Care: Aimergency Connect Care is a leading telehealth platform dedicated to providing acce...
  • Just Posted

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0 Estate Planning Consultant jobs found in Pensacola, FL area

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Estate Planning Sales Person
  • The Law Offices of Brenton C. McWilliams
  • Foley, AL
  • Are you an experienced sales professional? We have an exciting new sales opportunity in estate planning. We are a fast-g...
  • 4/24/2024 12:00:00 AM

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Window Stager Warehouse
  • Builders FirstSource
  • Pensacola, FL
  • PURPOSE Performs repetitive assembly operations to mass-produce windows either in Vinyl or Aluminum plants by performing...
  • 4/24/2024 12:00:00 AM

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Leasing & Resident Associate
  • Mayroad
  • Pensacola, FL
  • Summary/Objective of the Leasing and Resident Associate The Leasing and Resident Associate is the primary point of conta...
  • 4/24/2024 12:00:00 AM

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Tax Accountant for CPA Firm
  • Anglin Reichmann Armstrong, P.C.
  • Pensacola, FL
  • Are you ready for the next step in your career? Are you looking for an engaging workday where you are challenged to grow...
  • 4/23/2024 12:00:00 AM

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Staff Accountant for CPA Firm
  • Anglin Reichmann Armstrong, P.C.
  • Pensacola, FL
  • Are you ready for the next step in your career? Are you looking for an engaging workday where you are challenged to grow...
  • 4/23/2024 12:00:00 AM

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Sales Professional
  • Rooms To Go
  • Pensacola, FL
  • Anyone who has experience working directly with customers can be successful selling furniture at Rooms To Go, including ...
  • 4/23/2024 12:00:00 AM

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Leasing Agent
  • HOA
  • Pensacola, FL
  • Job Description Job Description We are seeking a Leasing Agent to join our growing team! You will handle all real estate...
  • 4/23/2024 12:00:00 AM

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Community Manager - Pensacola, FL
  • RangeWater Real Estate
  • Pensacola, FL
  • Welcome! Interested in becoming a Ranger? Read more. At RangeWater, we look for people who show up and work together to ...
  • 4/23/2024 12:00:00 AM

Pensacola (/ˌpɛnsəˈkoʊlə/) is the westernmost city in the Florida Panhandle, approximately 13 miles (21 km) from the border with Alabama, and the county seat of Escambia County, in the U.S. state of Florida. As of the 2010 census, the city had a total population of 51,923, down from 56,255 at the 2000 census. Pensacola is the principal city of the Pensacola metropolitan area, which had an estimated 461,227 residents in 2012. Pensacola is a sea port on Pensacola Bay, which is protected by the barrier island of Santa Rosa and connects to the Gulf of Mexico. A large United States Naval Air Statio...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Consultant jobs
$89,656 to $130,301
Pensacola, Florida area prices
were up 1.5% 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