Estate Planning Consultant jobs in Waterloo, IA

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)

A
Real Estate Assistant
  • Amy Wienands Real Estate
  • Waterloo, IA FULL_TIME
  • Company Overview:

    Amy Wienands Real Estate, brokered by eXp, is a dynamic and innovative real estate company dedicated to providing exceptional service to our clients in the Cedar Valley & surrounding areas. We pride ourselves on our commitment to service to our clients, excellence, integrity, and professionalism in all aspects of our business. We love to be Obsessively Working for You!

    Position Overview:

    Do you love real estate and want to see what it is like to work in this field? We are looking for a full-time Real Estate Assistant to join our team. This person is extremely client-focused, personable and creates opportunities for our agent sales team by showing properties and having diligent communication with our database of leads. This individual is a quick learner that is organized, reliable and hardworking with great communication skills. They are service driven with a positive attitude, and able to offer over-the-top customer service in every task performed. If you're a social "people-person" with an ambitious, vibrant, and positive personality who is responsible and professional, we're interested in speaking with you!

    Responsibilities:

    • This role revolves 100% around service – your main job is to grow relationships between our team and clients.
    • Be knowledgeable and well versed in potential homes, and our local community to be able to answer questions from clients.
    • Assist agents with scheduling, coordinate property showings with clients, speak with clients over the phone with energy and positivity, and communicate with clients to understand their needs and preferences and provide personalized recommendations.
    • Conduct property showings independently, showcasing features and benefits to potential buyers.
    • Follow up with clients after showings to gather feedback and answer any questions.
    • Promptly return all client telephone calls, texts and emails to uphold our agency's standards of client service.
    • Collaborate with agents to identify and pursue opportunities for inside sales, including lead generation and conversion.
    • Maintain accurate records of showings, client interactions, and sales activities.
    • Assists in entering data and scripting into our CRM platforms.
    • Provide administrative support as needed, including managing paperwork, responding to inquiries, and maintaining databases.
    • Attend team meetings, training sessions, and other events to stay informed and contribute to the success of the team.
    • Create relationships and build rapport with new potential and past clients
    • Communicate with clients with a combination of phone calls, text messages and emails.
    • Effectively communicate as needed with ISA Team and agents
    • Additional duties as assigned

    Qualifications:

    • No Real Estate experience is required. But must obtain your Iowa Real Estate License for employment – we will show you how!
    • Must be a servant leader and 100% dedicated to excellent customer service to our clients and team
    • Must fit the Amy Wienands Real Estate core values and mission statement
    • Prompt & strong communication and interpersonal skills, with the ability to build rapport and establish trust with clients.
    • Excellent organizational and time management skills, with the ability to prioritize tasks and meet deadlines, with the ability to be coached & take and improve skills with feedback.
    • Techonologically proficient and able to learn new programs with ease
    • Self-motivated and proactive, with a strong desire to learn and grow in the real estate industry, with the ability to work with minimal supervision.
    • Professional in attitude and appearance
    • Can spend a lot of time driving, so a valid driver's license, reliable transportation, and clean driving record.

    Compensation Structure: Base Salary Bonuses

    If interested, please send your resume to recruiting@amywienands.com, or share this with anyone that you think would be a great fit!

    Amy Wienands Real Estate is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, gender expression, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations.

    Job Type: Full-time

    Pay: From $1,500.00 per month

    Benefits:

    • 401(k)
    • 401(k) matching
    • Flexible schedule
    • Health insurance
    • Paid time off
    • Professional development assistance
    • Retirement plan

    Experience level:

    • No experience needed

    Schedule:

    • 8 hour shift
    • Day shift
    • Evening shift
    • Monday to Friday
    • Night shift

    Ability to Relocate:

    • Waterloo, IA 50701: Relocate before starting work (Required)

    Work Location: In person

  • 19 Days Ago

A
Real Estate Agent
  • Amy Wienands Real Estate
  • Waterloo, IA FULL_TIME
  • Company Overview: Amy Wienands Real Estate, brokered by eXp, is a dynamic and innovative real estate company dedicated to providing exceptional service to our clients in the Cedar Valley & surrounding...
  • 19 Days Ago

M
(SFTJD/223) Material Coordinator II - Material Planning and Control
  • Material Planning and Control - Staff Finders Technical
  • Waterloo, IA OTHER
  • Day-to-day - Create and edit manufacturing routings - Generate programs for laser operations - Review manufactured part prints - Check production inventory and forecasted inventories - Transfer stock ...
  • 3 Days Ago

V
VP of Financial Planning and Analysis
  • VGM Group, Inc
  • Waterloo, IA FULL_TIME
  • VGM is seeking a VP of Financial Planning and Analysis (FP&A) to play a key role in VGM growth, profitability, and achievement of excellence. At VGM, we live by a common set of values that we call our...
  • 14 Days Ago

C
Container Planning & Design Analyst | 39169
  • Cerebral Staffing, LLC
  • Water, IA FULL_TIME
  • Join Cerebral Staffing, LLC on site at our client John Deere in Waterloo, IA as a Container Planning & Design Analyst!Location: Waterloo, IADuration of Role: 3 yearsPay: $29.80 / hourlyHours: 7:00 AM ...
  • 1 Month Ago

S
Material Coordinator II - Material Planning and Control
  • Staff Finders Technical
  • Waterloo, IA OTHER
  • Day-to-day - Create and edit manufacturing routings - Generate programs for laser operations - Review manufactured part prints - Check production inventory and forecasted inventories - Transfer stock ...
  • 25 Days Ago

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0 Estate Planning Consultant jobs found in Waterloo, IA area

Waterloo is a city in and the county seat of Black Hawk County, Iowa, United States. As of the 2010 United States Census the population decreased by 0.5% to 68,406; the 2016 Census estimates the population at 67,934, making it the sixth-largest city in the state. The city is part of the Waterloo – Cedar Falls Metropolitan Statistical Area, and is the more populous of the two cities. According to the United States Census Bureau, the city has a total area of 63.23 square miles (163.76 km2), of which 61.39 square miles (159.00 km2) is land and 1.84 square miles (4.77 km2) is water. The average el...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Consultant jobs
$91,932 to $133,608
Waterloo, Iowa area prices
were up 0.8% 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