Estate Planning Consultant jobs in Michigan

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)

E
Franchise Like Opportunity - Estate Preservation and Retirement Planning
  • Estate Preservation Agency, INC.
  • Brighton, MI FULL_TIME
  • About the Opportunity:

    Franchise-like opportunity with entry-level capability through offering expert mentoring and training from seasoned agents.

    Are you passionate about helping people secure their estates and achieve comprehensive retirement planning? Join our team as an Estate Preservation and Retirement Planning Consultant. This independent position offers a "Franchise-Like" opportunity, backed by corporate support from Estate Preservation Agency. With a potential client pool of more than 2 million Michiganders, and 1000’s more being added each month, it's the perfect timing to embark on a highly rewarding career.

    Responsibilities:

    • Establish long-lasting relationships with clients by providing expert advice on complete retirement planning.
    • Utilize Medicare as a strategic tool to build a client base.
    • Make substantial initial and renewal commissions.
    • Service the community through face-to-face interactions.
    • Control your schedule and earnings as you build your practice with the support of our mentorship program.

    Qualifications:

    • Sales experience preferred (1 year minimum).
    • Ability to obtain required license and certification.
    • Strong desire to help people secure their estates and plan for retirement.

    Advantages of Joining:

    • Access to comprehensive, ongoing training and joint sales call support.
    • Use of highly recognizable insurance products.
    • Success-based compensation with annual growth.
    • Free Direct Mail Response Leads.
    • Marketing & Administrative Support.
    • Recruiting Incentives.
    • Comprehensive Career Development.
    • Contests & Incentives.
    • Career Advancement Opportunities.
    • Performance Rewards.
    • Client Relationship Protection.

    How to Apply:

    To see if you qualify and discuss licensing and certification requirements, please contact us today! Don't miss this "Franchise-Like" opportunity to start your training for a rewarding career in Estate Preservation and Retirement Planning.

    Note: Consideration will be given on a case-by-case basis for covering startup costs while building your own insurance career.

    Join us and be in control of your career with no ceilings to break through and no set schedule. Your effort and ability determine your success. Apply now!--

    Job Type: Full-time

    Pay: $80,000.00 - $120,000.00 per year

    Benefits:

    • Professional development assistance
    • Referral program
    • Tuition reimbursement

    Schedule:

    • 8 hour shift
    • Choose your own hours
    • Monday to Friday

    Supplemental pay types:

    • Bonus opportunities
    • Commission pay

    Work Location: Hybrid remote in Brighton, MI 48116

  • 23 Days Ago

F
Planning consultant
  • Fidelity TalentSource LLC
  • Grand Blanc, MI FULL_TIME
  • Job Description : Through your integrity and adherence to Fidelity s client commitment standards, we know you will inspire client dedication with a goal of developing lifetime relationships with Fidel...
  • 10 Days Ago

W
Planning consultant
  • Why Knot Travel
  • Detroit, MI FULL_TIME
  • This is a remoteposition. DESCRIPTION : Weare looking for a Planning Consultant that will help our clientsplan smartly and achieve more savings. Individuals join our companybecause we provide a dynami...
  • 1 Month Ago

L
Project Manager
  • Longstreet Elder Law & Estate Planning P.C.
  • Hastings, MI FULL_TIME,CONTRACTOR,PART_TIME
  • Growing Barry County law firm with offices in Hastings and Grand Rapids is seeking a dynamic project manager. No legal experience required. Applicant must have strong organization and communication sk...
  • 16 Days Ago

S
Client Comfort/Receptionist
  • SSR LAW: Elder Law & Estate Planning
  • Utica, MI PART_TIME,FULL_TIME
  • Receptionist/Client Comfort Employment type: full-time Small elder law, estate planning and probate law firm looking for a receptionist/client comfort person to further our core values of: Compassiona...
  • 25 Days Ago

B
Estate Planning Associate Attorney
  • BCG Attorney Search
  • Alpena, MI FULL_TIME
  • Practice Area: Trusts and Estates,Estate & Tax Planning,Trusts and Estates - General, Job Type: Attorney,Firm Type: Law Firm, Experience: 2 Years, Alpena office of a BCG Attorney Search Top Ranked Law...
  • 10 Days Ago

G
Estate Planner
  • Gpac
  • Los Angeles, CA
  • A prestigious boutique law firm seeks an exceptional Attorney with extensive experience in Estate Planning. We're curren...
  • 6/10/2024 12:00:00 AM

B
Estate Planner
  • Baird
  • Dallas, TX
  • Challenge your thinking and build an amazing career with the best people in the financial services industry! Baird's Fin...
  • 6/10/2024 12:00:00 AM

T
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...
  • 6/9/2024 12:00:00 AM

A
Community Sales Director
  • Atria Senior Living
  • Carmichael, CA
  • Responsibilities The Community Sales Director ("CSD") is responsible for achieving and exceeding the community's monthly...
  • 6/9/2024 12:00:00 AM

A
Community Sales Director
  • Atria Senior Living - El Camino Gardens
  • Carmichael, CA
  • Overview: We create communities where employees thrive in their work, helping our residents thrive in their homes. We st...
  • 6/9/2024 12:00:00 AM

F
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...
  • 6/8/2024 12:00:00 AM

A
Director of Sales
  • Atria Senior Living
  • Carrollton, TX
  • Responsibilities The Community Sales Director ("CSD") is responsible for achieving and exceeding the community's monthly...
  • 6/8/2024 12:00:00 AM

S
Tax Manager Public Accounting
  • Sable Group LLC
  • Beachwood, OH
  • Job Description Job Description A boutique tax and accounting firm on the east side of Cleveland is looking for a self-s...
  • 6/7/2024 12:00:00 AM

Michigan consists of two peninsulas that lie between 82°30' to about 90°30' west longitude, and are separated by the Straits of Mackinac. The 45th parallel north runs through the state—marked by highway signs and the Polar-Equator Trail—along a line including Mission Point Light near Traverse City, the towns of Gaylord and Alpena in the Lower Peninsula and Menominee in the Upper Peninsula. With the exception of two small areas that are drained by the Mississippi River by way of the Wisconsin River in the Upper Peninsula and by way of the Kankakee-Illinois River in the Lower Peninsula, Michigan...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Consultant jobs
$98,098 to $142,572

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