| Estate Planning Consultant Job Description |
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| The following is a full job description for Estate Planning Consultant. Here are the requirements and responsibilities for Estate Planning Consultant along with statistics. If after reading this page you determine that Estate Planning Consultant is not the position you are looking for, you may want to try one of these similar titles: Real Estate Manager, Real Estate Representative III, Real Estate Representative I, Real Estate Representative II, Real Estate Representative IV, Real Estate Representative V, Real Estate Supervisor, Real Estate Senior Manager, Real Estate Director |
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| Requirements and Responsibilities For 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. Responsible for developing and maintaining relationships with professional advisors. Requires a bachelor's degree. Typically reports to a manager. A specialist on complex technical and business matters. Work is highly independent. May assume a team lead role for the work group. Typically requires 7+ years of related experience. |
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| Also referred to as: Agency Estate Planning Services Trainer/Coordinator |
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| Similar Jobs: Real Estate Manager, Real Estate Representative III, Real Estate Representative I, Real Estate Representative II, Real Estate Representative IV, Real Estate Representative V, Real Estate Supervisor, Real Estate Senior Manager, Real Estate Director |
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| Level of Education: Estate Planning Consultant Salaries with a Bachelor's Degree, Estate Planning Consultant Salaries with a Master's Degree or MBA, Estate Planning Consultant Salaries with a JD, MD, PhD or Equivalent |
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| Industries: Business Services, Financial Services, Insurance | |
