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)
Job duties:
If these statements appeal to you, then you may be our Estate Planning Paralegal:
This is a full-time job and you must be able to work for 40 hours per week. This is an in-office position in our Winston-Salem or Durham office with the opportunity for remote work.
For the right person, this will be a highly rewarding position. If this sounds like a good fit for you, you will need to complete a two-step process in order to be considered. First, apply for this position using the form below and upload your resume and a cover letter as a PDF document.
If we review your resume and cover letter and think we might be a good fit, we will send you a written interview. Applicants who successfully complete the written interview will be contacted for an in-person or virtual interview.
APPLICATIONS THAT DO NOT FOLLOW INSTRUCTIONS WILL NOT BE CONSIDERED.
Job Type: Full-time
Pay: $25.00 - $28.00 per hour
Expected hours: 40 per week
Benefits:
Schedule:
Travel requirement:
Ability to Relocate:
Work Location: Hybrid remote in Durham, NC 27707