Wealth Management Planning Consultant supporting high - net - worth clients at Fidelity through personalized financial strategies. Handling client inquiries and collaborating with Advisors to enhance service offerings.
About the role
- New Home Consultant managing the home purchase process at Lennar. Engaging customers from initial contact to closing, ensuring exceptional service and relationship building.
Responsibilities
- Engage and establish relationships with visitors to understand their home buying needs
- Self-generate sales leads through community engagement, realtor partnerships, and proactive prospecting
- Develop comprehensive knowledge of the competitive market
- Provide consistent follow-through with customers from initial contact to post-closing
- Participate in sales meetings, neighborhood promotions, and marketing programs
- Ensure maintenance of Welcome Home Center models and inventory homes
- Complete required training and participate in community events and phone banks
Requirements
- High school diploma or equivalent; college degree and real estate license preferred
- 1-2 years of experience in homebuilding or real estate sales preferred
- Valid driver’s license and reliable transportation
- Strong communication, organizational, and customer service skills
- Proficiency in Microsoft Office and ability to use sales tracking tools
- Self-motivated with a positive attitude and strong work ethic
- Physical & Office/Site presence required
Benefits
- Health insurance plans including Medical, Dental, and Vision coverage
- 401(k) Retirement Plan with a $1 for $1 Company Match up to 5%
- Paid Parental Leave
- Associate Assistance Plan
- Education Assistance Program
- Adoption Assistance up to $30,000
- Vacation up to three weeks annually
- Holiday, Sick Leave, and Personal Day policies
- New Hire Referral Bonus Program
- Significant Home Purchase Discounts
- Everyone’s Included Day
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