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View salary and benefits informationProvides 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. more...
Directs all aspects of the estate planning function including sales, staffing, and supervision. Participates in training and estate planning workshops. Ensures that the agency stays abreast of regulatory guidelines and new trends in the field. Researches and advises on tax, technical, and legal questions. Introduces new life products to the field and contributes to design of related software and tools. May be a speaker at insurance conferences or meetings. Requires a bachelor's degree of business, marketing, or mathematics. Typically reports to top management. May require Chartered Life Underw more...
There is currently no job description for Real Estate Consultant. Be the first to submit the job responsibilities for a Real Estate Consultant.
The Agency Estate Planning Services Trainer/Coordinator 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. Provides estate planning consultation to the agency work force. Being an Agency Estate Planning Services Trainer/Coordinator requires a bachelor's degree. Responsible for developing and maintaining relationships with professional advisors. In addition, Agency Estate Planning Services Trainer/Coordinator typically reports to a manager. Agency Estate Planning Services Tra more...
The Agency Estate Planning Advisory Services Director participates in training and estate planning workshops. Directs all aspects of the estate planning function including sales, staffing, and supervision. Being an Agency Estate Planning Advisory Services Director researches and advises on tax, technical, and legal questions. Ensures that the agency stays abreast of regulatory guidelines and new trends in the field. In addition, Agency Estate Planning Advisory Services Director introduces new life products to the field and contributes to design of related software and tools. May be a speaker a more...
The Estate Planning Business Development Director participates in training and estate planning workshops. Directs all aspects of the estate planning function including sales, staffing, and supervision. Being an Estate Planning Business Development Director researches and advises on tax, technical, and legal questions. Ensures that the agency stays abreast of regulatory guidelines and new trends in the field. In addition, Estate Planning Business Development Director introduces new life products to the field and contributes to design of related software and tools. May be a speaker at insurance more...
The Chief Commercial Real Estate Loan Executive is responsible for planning and directing commercial real estate loans, policies, and objectives. Oversees all aspects of an organization's commercial real estate lending function. Being a Chief Commercial Real Estate Loan Executive oversees the evaluation and authorization of complex and large loans. Monitors loan operations and staff performance; provides recommendations for improvement. In addition, Chief Commercial Real Estate Loan Executive requires a bachelor's degree. Typically reports to senior management. The Chief Commercial Real Estate more...
The Head Commercial Real Estate Lending Officer is responsible for planning and directing commercial real estate loans, policies, and objectives. Oversees all aspects of an organization's commercial real estate lending function. Being a Head Commercial Real Estate Lending Officer oversees the evaluation and authorization of complex and large loans. Monitors loan operations and staff performance; provides recommendations for improvement. In addition, Head Commercial Real Estate Lending Officer requires a bachelor's degree. Typically reports to senior management. The Head Commercial Real Estate more...
The Vice President of Commercial Real Estate Lending is responsible for planning and directing commercial real estate loans, policies, and objectives. Oversees all aspects of an organization's commercial real estate lending function. Being a Vice President of Commercial Real Estate Lending oversees the evaluation and authorization of complex and large loans. Monitors loan operations and staff performance; provides recommendations for improvement. In addition, Vice President of Commercial Real Estate Lending requires a bachelor's degree. Typically reports to senior management. The Vice Presiden more...
Oversees all aspects of an organization's commercial real estate lending function. Responsible for planning and directing commercial real estate loans, policies, and objectives. Monitors loan operations and staff performance; provides recommendations for improvement. Oversees the evaluation and authorization of complex and large loans. Requires a bachelor's degree. Typically reports to senior management. Manages a business unit, division, or corporate function with major organizational impact. Establishes overall direction and strategic initiatives for the given major function or line of busin more...
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