Estate Planning Consultant jobs in Kentucky
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
- Coastal Ridge Real Estate
-
Lexington, KY
FULL_TIME
-
What You’ll Do:
As a Leasing Consultant, you’ll be responsible for all aspects of leasing production at your property and provide top notch service for the day to day needs of our valued residents. This is a full-time, non-exempt position reporting to the Property Manager.Where You’ll Work:Welcome to Gateway Lofts Lexington! Ideally situated between Downtown Lexington and the University of Kentucky, we place you in the middle of all Lexington, KY has to offer. Minutes from multiple major businesses and medical centers like St. Joseph Hospital, Baptist Health, Fayette County Public Schools, Lockheed Martin, and Amazon, we make your commute a breeze. Our pet-friendly, brand-new studio, one and two-bedroom luxury apartments will feature stainless steel appliances, wood-style plank floors, quartz countertops, washer and dryer, and much more! Come discover where your lifestyle lives at Gateway Lofts Lexington!
Your Responsibilities:- Ensure that both individual and group leasing targets are achieved for the community and proactively communicate both opportunities or threats to the Property Manager.
- Ensure all lead information is entered, accurate and complete within Entrata.
- Ensure that all rental inquiries online, in person, or over the phone are responded to quickly and effectively.
- Ensure all prospects are followed up with through via phone, email or letter within 24 hours.
- Warm call prospects as needed.
- Meet, greet & provide tours to leasing prospects.
- Ensure an in-depth understanding of site leasing trends, traffic patterns and product availability and how that relates to sales and closing process.
- Ensure all models, office and clubhouse areas, common areas and the “tour route” are maintained to the highest standards of cleanliness and maintenance and proactively communicate any problems to the appropriate party.
- Properly close the leasing process by asking for the sale.
- Participate in marketing and outreach efforts.
- Assist with the planning and hosting of resident events.
- Effectively manage the community waitlist and communicate with prospects as changes occur.
- Ensure the proper execution of all screening procedures.
- Ensure the proper preparation and execution of the lease agreement and related move-in paperwork.
- Ensure the proper collection of all funds and move-in related fees.
- Provide support and assistance to all customer service efforts at the community.
- Write up and file service requests from residents upon receipt.
- Completes other tasks as directed and assigned.
Required Qualifications:- High school diploma or equivalent.
- Ability to read and write English fluently.
- Computer literacy required.
- Previous leasing and/or sales experience strongly preferred. Experience in multifamily housing also preferred.
- Previous experience with property management software such as Entrata, OneSite or Yieldstar preferred.
- 18 Days Ago
Janitorial Worker Part Time
- Chatelier Consultant Group
-
Louisville, KY
PART_TIME
- **Job Overview:** We are seeking a dedicated Janitor to join our team. The ideal candidate will be responsible for maintaining cleanliness and sanitation standards within our facilities. Schedule is M...
- 1 Day Ago
Business Development Representative
- Chatelier Consultant Group
-
Louisville, KY
PART_TIME,FULL_TIME
- Chatelier Consultant Group is a leading consultancy firm assisting small businesses in securing lucrative state and federal government contracts. With a commitment to excellence and a proven track rec...
- 22 Days Ago
Case Management Specialist - Discharge Planning
- Discharge Planning in Owensboro, KY - Owensboro
-
Owensboro, KY
FULL_TIME
- Summary Job Summary Facilitates cost-effective, quality patient transitions of care and outcomes by collaborating with staff and providing guidance, education, and support to assigned patients. Job Re...
- 1 Month Ago
Buying Agent - Real Estate
- The Reesy Real Estate Team
-
Bowling Green, KY
FULL_TIME
- Be apart of a real estate REVOLUTION! Now is the perfect time! The Reesy Real Estate Team of Keller Williams is looking for rockstars who want to get started in the real estate industry. No prior expe...
- 14 Days Ago
Listing Agent - Real Estate
- The Reesy Real Estate Team
-
Bowling Green, KY
FULL_TIME
- Be apart of a real estate REVOLUTION! Now is the perfect time! The Reesy Real Estate Team of Keller Williams is looking for rockstars who want to get started in the real estate industry. No prior expe...
- 14 Days Ago
Estate Planning Consultant jobs at Popular Companies
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
Planning Analyst
- Hantz Group
-
Saginaw, MI
- Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their ...
- 4/25/2024 12:00:00 AM
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
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
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
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
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...
- 4/21/2024 12:00:00 AM
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...
- 4/21/2024 12:00:00 AM
About Kentucky
Kentucky (/kənˈtʌki/ (listen) kən-TUK-ee), officially the Commonwealth of Kentucky, is a state located in the east south-central region of the United States. Although styled as the "State of Kentucky" in the law creating it, (because in Kentucky's first constitution, the name state was used) Kentucky is one of four U.S. states constituted as a commonwealth (the others being Virginia, Pennsylvania, and Massachusetts). Originally a part of Virginia, in 1792 Kentucky became the 15th state to join the Union. Kentucky is the 37th most extensive and the 26th most populous of the 50 United States.
Ke...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Consultant jobs
$93,120 to $135,334
Most Popular Cities in Kentucky for Estate Planning Consultant Jobs
What does an Estate Planning Consultant do?
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.
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Estate Planning Consultant in Appleton, WI
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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.
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