Estate Planning Consultant jobs in Worcester, 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)
Recently Added Estate Planning Consultant jobs
Leasing Consultant- Cirrus
- The Inland Real Estate Group of Companies
-
Ashland, MA
FULL_TIME
-
Cirrus apartments in Ashland, MA has an opening for a Leasing Consultant! (www.liveatcirrusapartments.com)
We are currently looking for an ambitious leasing consultant who is motivated by the opportunity to work for an hourly wage plus bonus. The Leasing Consultant is the property’s sales representative whose primary duties are to greet prospects, professionally present the features and benefits of the community while touring apartment homes, and secure lease agreements from qualified persons.The ideal candidate is service-oriented with exceptional communication skills and strives to make current residents feel welcome and comfortable in their community.
We offer full-time employees health benefits, paid vacation and sick time, 401k with a match, and more! Excellent growth potential as the portfolio expands.
Core Responsibilities:
- Personally, manage every aspect of the leasing process with prospective tenants.
- Always demonstrate the highest customer service to future tenants and current residents.
- Guide clients on tours, the application process, and close sales.
- Close sales on units to ensure maximized occupancy at all times as well as offering additional products or services to ensure customer satisfaction and maximize revenue flow.
- Maintain accurate and up-to-date records of prospective and current client history.
- Answer phone, email, and in-person communication in a timely and professional manner
- Handles resident concerns and requests with a positive customer service attitude to ensure resident satisfaction with management.
- Provides follow-through and assistance to Property Manager and support groups in coordinating the on-going maintenance of the property.
- Maintains community appearance and ensures repairs are noted and completed which requires regular community inspections and tours.
- Assists Property Manager with training all on-site staff to achieve operational goals of assigned property
- Other duties as assigned
- High School diploma or equivalent required.
- Requires strong sales and/or leasing experience
- High-level of interpersonal communication skills
- Able to maintain high energy, friendly demeanor, and perform in a fast-paced environment
- Able to perform entry to intermediate level mathematic functions without additional personnel assistance.
- National Apartment Leasing Professional (NALP) desired.
- Computer proficient in Microsoft Office and type at least 30 words per minute. Yardi experience a plus
- Achieve Fair Housing certification prior to interaction with prospects or residents.
- Be able to work evenings and weekends if requested.
- Conducts all business in accordance with company policies and procedures, Fair Housing, Americans with Disabilities Act, and the Fair Credit Reporting Act. Abide by all federal, state, and local laws and any other codes pertaining to apartments and property management.
We are a drug-free workplace. Pre-employment background checks and drug screening are performed on all new hires, in accordance with applicable laws and regulations. To the extent permitted by applicable laws and regulations, the Company treats marijuana as an illegal substance, and applicants may be denied employment if a new hire tests positive for marijuana.
We are an Equal Opportunity Employer. We consider applicants for all positions without regard to race, color, religion, sex, national origin, age, sexual orientation, familial, marital or veteran status, disability, or any other legally protected classes.
We are an E-Verify employer. Please click the following linkto learn more. - 1 Day Ago
Sales Representative
- Intrepid Consultant Group
-
Worcester, MA
FULL_TIME
- Outside Sales Representative Spend your work week in an exciting and fast paced envrionment, not at your desk! As a member of our sales team, you’ll meet with customers and help them solve their probl...
- 2 Days Ago
Outside Sales Representative
- Intrepid Consultant Group
-
Winchendon, MA
FULL_TIME
- Outside Sales Representative Spend your work week in an exciting and fast paced envrionment, not at your desk! As a member of our sales team, you’ll meet with customers and help them solve their probl...
- 3 Days Ago
Real Estate Team Sales Agent
- Michelle Terry Real Estate
-
Spencer, MA
FULL_TIME
- Michelle Terry Real Estate is a distinguished firm situated in Spencer, Massachusetts. Since 2018, we have achieved NAR's highest-performing team title and by 2021 we have reached an aggregate sales f...
- 18 Days Ago
Planning Director
- Lead Advisor, LLC
-
Westborough, MA
FULL_TIME
- Lead - Advisor is a consulting and search firm specializing in wealth management. This role is for a client firm. We are helping our client in Westborough, hire a Planning Director. Their full-service...
- 16 Days Ago
Executive Assistant
- Central Massachusetts Regional Planning Commission
-
Worcester, MA
FULL_TIME
- The Central Massachusetts Regional Planning Commission, serving 40 communities in southern Worcester County including the City of Worcester, seeks candidates for a full-time position of Executive Assi...
- 1 Month Ago
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0 Estate Planning Consultant jobs found in Worcester, MA area
Estate Administrator
- PPG Staffing
-
Boston, MA
- Estate Administrator Department: Wealth Management Supervisor Title: Trustee Mentor Job Summary: The Estate Administrato...
- 4/26/2024 12:00:00 AM
Project Manager - Real Estate
- Turner & Townsend
-
Boston, MA
- Company Description From the inception of a project through to completion and beyond, Turner & Townsend help to deliver ...
- 4/26/2024 12:00:00 AM
Project Manager - Real Estate
- IMS People
-
Boston, MA
- Job Description Job Description Job Title: Project Manager - Real Estate Job Location: Boston, MA Job Duration: 12 Month...
- 4/25/2024 12:00:00 AM
Property Manager
- Avison Young
-
Boston, MA
- Our Story: Avison Young is a global commercial real estate brokerage and advisory firm, offering transaction, management...
- 4/24/2024 12:00:00 AM
Multisite Leasing Consultant - Virgil Square/Hampshire/Cleo/Versailles/Radius Los Angeles, CA, [...]
- Equity Residential
-
Boston, MA
- Multisite Leasing Consultant - Virgil Square/Hampshire/Cleo/Versailles/Radius Be the First to ApplyJob Description At Eq...
- 4/24/2024 12:00:00 AM
Sr. Project Manager, Landscape Architecture
- Bohler Engineering
-
Southborough, MA
- Overview At Bohler, we empower the ambitious to become the accomplished. This greater purpose connects us with like-mind...
- 4/24/2024 12:00:00 AM
Sr. Project Manager, Landscape Architecture
- Bohler
-
Southborough, MA
- Overview: At Bohler, we empower the ambitious to become the accomplished. This greater purpose connects us with like-min...
- 4/23/2024 12:00:00 AM
Project Manager (Real Estate)
- Partners Healthcare System
-
Somerville, MA
- As a not-for-profit organization, Mass General Brigham is committed to supporting patient care, research, teaching, and ...
- 4/22/2024 12:00:00 AM
About Worcester, Massachusetts
Worcester has a total area of 38.6 square miles (100 km2), 37.6 square miles (97 km2) of land and 1.0 square mile (2.6 km2) (roughly 2.59%) of water. Worcester is bordered by the towns of Auburn, Grafton, Holden, Leicester, Millbury, Paxton, Shrewsbury, and West Boylston.
Worcester is known as the Heart of the Commonwealth, because of its proximity to the center of Massachusetts. The city is about 40 miles (64 km) west of Boston, 50 miles (80 km) east of Springfield, and 38 miles (61 km) northwest of Providence, Rhode Island.
The Blackstone River forms in the center of Worcester by the conflue...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Consultant jobs
$104,401 to $151,730
Worcester, Massachusetts area prices
were up 1.6% from a year ago
were up 1.6% 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