Estate Planning Consultant jobs in Illinois

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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Sales Coach/Consultant for Real Estate Firm
  • Hudson Burnham Real Estate
  • Chicago, IL FULL_TIME,PART_TIME
  • Job Title: Sales Coach/Consultant for Hudson Burnham Real Estate

    Description:
    Hudson Burnham Real Estate is seeking a Sales Coach/Consultant to provide guidance and support to our team of new agents. This consulting role involves coaching on key performance indicators such as calls, showings, and appointments. While real estate experience is not necessary, sales and management experience are required.

    Responsibilities:

    • Coach and mentor new agents to improve sales performance, focusing on metrics such as calls, showings, appointments, etc.
    • Implement effective sales strategies to maximize productivity and success.
    • Utilize forms and self-reporting systems for data collection and analysis.
    • Conduct regular check-ins and calls with agents to assess progress and provide feedback.
    • Develop and implement reporting and automation processes to streamline management operations.
    • Utilize advanced CRM skills, particularly familiarity with HubSpot, to optimize sales processes and enhance team performance.
    • Demonstrate a proven track record of success in coaching sales teams and enhancing organizational skills for higher lead conversion efficiency.

    Requirements:

    • 4 years of high-level sales performance.
    • 2 years of management or coaching experience.
    • Strong understanding of sales metrics and performance analysis.
    • Excellent communication and interpersonal skills.
    • Ability to motivate and inspire a team.
    • Proficiency in utilizing forms and self-reporting tools.
    • Advanced CRM skills, specifically experience with HubSpot.
    • Availability for weekly calls and check-ins.

    How to Apply:
    If you're interested in joining us as a Sales Coach/Consultant, please submit your resume and a brief cover letter outlining your relevant experience to our job posting on Indeed.

    Application Link: [Link to the job posting on Indeed]

    Note: This is a consulting role, not a full-time position with our company. Only candidates with relevant experience will be considered.

    Job Types: Full-time, Part-time

    Pay: $250.00 - $500.00 per day

    Expected hours: 8 – 16 per week

    Benefits:

    • Flexible schedule
    • Health insurance
    • Professional development assistance

    Experience level:

    • 5 years

    Schedule:

    • Monday to Friday

    Work Location: Hybrid remote in Chicago, IL 60611

  • 14 Days Ago

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Estate Planning Attorney
  • Ascendion Inc.
  • Wheaton, IL FULL_TIME
  • Job DetailsLooking for an Estate Planning Attorney in Chicago, IL! Are you an experienced Estate Planning Attorney looking to thrive in a dynamic legal environment? An established law firm is seeking ...
  • 6 Days Ago

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Leasing Consultant
  • Meltzer Real Estate LLC
  • Chicago, IL PART_TIME,FULL_TIME
  • Our small business is located in the Logan Square neighborhood of Chicago, IL. We are biased — but we are pretty sure we are the best place for someone interested in the multi-family business in the C...
  • 15 Days Ago

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Leasing Consultant
  • Ware Family Real Estate
  • Chicago, IL PART_TIME,FULL_TIME
  • Looking for a Leasing Agent to assist in Renting Apartments, Houses & Condo's throughout the City of Chicago. Must have knowledge of the Chicago Land Area, Must have reliable Transportation, Cell Phon...
  • 30 Days Ago

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HR Consultant - Workforce Planning
  • Springfield Clinic
  • Springfield, IL FULL_TIME
  • The HR Consultant is responsible for facilitating the process for specified lines of business across Springfield Clinic, coordinating HR development, providing analytical and technical support, assist...
  • 21 Days Ago

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Senior Resource Planning Consultant
  • Sargent & Lundy
  • Chicago, IL FULL_TIME
  • Description This role offers a hybrid work arrangement. You'll spend three days a week in the office, giving you the flexibility to work remotely for two days This position in Sargent & Lundy’s Consul...
  • 21 Days Ago

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Chief People Officer
  • KDS Strategic Search Group
  • Farmingdale, NJ
  • Title: Chief People Officer Position Type: Perm Travel: 15% (Local) Compensation: $150-190K plus bonus POSITION OVERVIEW...
  • 4/26/2024 12:00:00 AM

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Certified Financial Planner
  • Financial Life Advisors
  • San Antonio, TX
  • Financial Life Advisors (FLA) provides our clients with exceptional experiences where they receive customized ongoing gu...
  • 4/26/2024 12:00:00 AM

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Estate Planning Specialist
  • Fisher Investments
  • Plano, TX
  • Do you enjoy evaluating complex information and helping others understand? Are you passionate about applying your knowle...
  • 4/26/2024 12:00:00 AM

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Estate Planning Attorney
  • Tresp Law, APC
  • Job Description : Tresp Law, APC, seeks to add an Estate Planning Attorney with three to five years of demonstrable expe...
  • 4/25/2024 12:00:00 AM

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Trusts & Estates Attorney
  • Barnes, Pailhe & King Legal Search
  • Our clients seek Trusts & Estates attorneys, in estate planning, litigation and administration. For Estate Planners: sea...
  • 4/24/2024 12:00:00 AM

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Certified Financial Planner
  • Financial Life Advisors
  • San Antonio, TX
  • Financial Life Advisors (FLA) provides our clients with exceptional experiences where they receive customized ongoing gu...
  • 4/24/2024 12:00:00 AM

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Chief People Officer
  • Kds Strategic Search Group
  • Farmingdale, NJ
  • Title: Chief People Officer Position Type: Perm Travel: 15% (Local) Compensation: $150-190K plus bonus POSITION OVERVIEW...
  • 4/23/2024 12:00:00 AM

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Financial Planning Assistant
  • Hantz Group
  • Canton, MI
  • Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their ...
  • 4/23/2024 12:00:00 AM

Illinois (/ˌɪlɪˈnɔɪ/ (listen) IL-ih-NOY) is a state in the Midwestern and Great Lakes region of the United States. It has the fifth largest gross domestic product (GDP), the sixth largest population, and the 25th largest land area of all U.S. states. Illinois is often noted as a microcosm of the entire United States. With Chicago in northeastern Illinois, small industrial cities and immense agricultural productivity in the north and center of the state, and natural resources such as coal, timber, and petroleum in the south, Illinois has a diverse economic base, and is a major transportation hu...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Consultant jobs
$101,234 to $147,127

Estate Planning Consultant in Grand Rapids, MI
This may mean that your estate or a specific gift may not pass to those that you had intended or wished.
January 02, 2020
Estate Planning Consultant in Appleton, WI
Find more Estate Planning Law near Estate Planning Consultants of Hawaii.
February 05, 2020
Estate Planning Consultant in Colorado Springs, CO
Purpose MCR is planning to greatly increase its existing pipeline of both medium and long term sites across the UK.
December 15, 2019