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Estate planning counselor skills for your resume and career

Updated January 8, 2025

2 min read

Quoted experts

Errol Rodriguez Ph.D., MAC, CRC,

Dr. Thomas Dearden Ph.D.

Below we've compiled a list of the most critical estate planning counselor skills. We ranked the top skills for estate planning counselors based on the percentage of resumes they appeared on. For example, 20.5% of estate planning counselor resumes contained reservations as a skill. Continue reading to find out what skills an estate planning counselor needs to be successful in the workplace.

15 estate planning counselor skills for your resume and career

1. Reservations

Here's how estate planning counselors use reservations:

Identify owner reservation needs, check availability of owner occupy reservations, and find alternative dates or accommodations if needed.
Assisted timeshare owners with booking reservations while meeting efficiency, quality, and satisfaction goals

2. Real Estate

Real estate is land that has buildings on it. This kind of property consists of permanent improvements either natural or man-made, which include, houses, fences, bridges, water trees, and minerals. There are 4 types of real estate namely; residential real estate, commercial real estate, industrial real estate, and vacant land.

Here's how estate planning counselors use real estate:

Supervised the work of Real Estate Law Staff, including Attorneys, Paralegals, Lease Administrators, Lease Negotiators and Managers.
Supervised other real estate counsel when required.

3. Customer Issues

Here's how estate planning counselors use customer issues:

Worked closely with Counselors and Sr. Counselors to resolve customer issues regarding appraisal orders and receipts.
Assisted associates with questions regarding proper procedure and customer issues.

4. Booking

Here's how estate planning counselors use booking:

Utilize solid judgment, product knowledge, problem solving, offering detailed insight and alternatives to assist owners in booking vacations.
Call center environment where I assist members/owners with booking their vacations, take payments for maintenance fees/taxes.

5. Inbound Calls

Here's how estate planning counselors use inbound calls:

Take inbound calls as well as make outbound calls for current campaigns that are going on.
Received inbound calls from owners and provided world class customer service on every call.

6. Estate Planning

Estate planning revolves around the process of preparing and arranging the distribution of an individual's assets in case of death or incapacitation.

Here's how estate planning counselors use estate planning:

Received specialized estate planning and wealth management training.
Pre-Need: Counseled clients re: Burial Estate Planning; At Need: Grief/Loss counseling, Burial Estate Planning.

7. Litigation

Here's how estate planning counselors use litigation:

Drafted, reviewed and revised all types of litigation pleadings.
Managed various types of litigation matters and supervised outside counsel on all aspects of litigation.

8. Vacation Planning

Here's how estate planning counselors use vacation planning:

Provided vacation planning counseling to timeshare owners.
Administered in vacation planning to the primary owners of time share properties.

9. Product Knowledge

Product knowledge is the skill of having better information and knowledge about the product you are selling. Product knowledge is essential for the employees of the companies so they can communicate and inform the customers about the product. Having great product knowledge is essential for a better sales pitch and to give the customer a better and complete idea of the product that will influence him to buy the product eventually.

Here's how estate planning counselors use product knowledge:

Utilized solid judgment, product knowledge, technical knowledge and problem solving skills.

10. Outbound Calls

An outbound call is made by the call center representative to the customers on behalf of the company. Such calls help increase sales and generate revenue for the organization.

Here's how estate planning counselors use outbound calls:

Assisted owners in planning vacations through in-bound calls and outbound calls.
Preformed outbound calls for 6 months Preformed in key metrics and rated high in each category.

11. Dream Vacations

Here's how estate planning counselors use dream vacations:

Offered detailed insight and alternatives to help owners book their dream vacations.
Help the Owners book their dream vacations.

12. Life Insurance

Here's how estate planning counselors use life insurance:

Licensed in 7 states to sell prepaid funerals with a life insurance final expense policy.
Counseled clients on Estate Planning products such as Annuities, Term and Whole Life insurance, and Long-term Health insurance.

13. Customer Service

Customer service is the process of offering assistance to all the current and potential customers -- answering questions, fixing problems, and providing excellent service. The main goal of customer service is to build a strong relationship with the customers so that they keep coming back for more business.

Here's how estate planning counselors use customer service:

Provided comprehensive, wide-ranging customer service and education for Marriott's property owners on all aspects of vacation ownership products.
Provided excellent customer service in delivering informative park tours regarding available inventory.

14. Car Rentals

Travelling by car provides ease of movement in terms of pace, route, and independence. Car rental agencies rent cars to clients who need vehicles for a short period of time. When considering a car for rent, individuals can choose between various types of products, GPS systems, price, or additional insurance.

Here's how estate planning counselors use car rentals:

Booked and confirmed owner's airline, car rentals and room accommodations.
Booked airline tickets, hotels, car rentals, and cruises for Wyndham Vacation owners.

15. VPC

Here's how estate planning counselors use vpc:

Assisted supervisor with tutoring new VPC and handled empowerment benefit to decrease wait time for owners.
Maintain all functions/capabilities of a VPC on the mainframe, EVS1 and DBL systems.

What skills help Estate Planning Counselors find jobs?

Tell us what job you are looking for, we’ll show you what skills employers want.

What estate planning counselor skills would you recommend for someone trying to advance their career?

Errol Rodriguez Ph.D., MAC, CRC

Assistant Dean & Program Director, Master's programs in General Psychology and Mental Health Counseling, Adelphi University

Given the complexities of the world today, emerging counseling professionals must be flexible in their treatment approach, inclusive in their understanding of diverse cultures and sub-cultures, and mature professionally through humility, self-reflection, and self-care.

What type of skills will young estate planning counselors need?

Dr. Thomas Dearden Ph.D.

Assistant Professor of Sociology, Virginia Polytechnic Institute and State University

Indeed, the way we work is changing. The skills that young graduates will need are diverse. Transferable skills and soft skills will certainly be marketable. These include traditional crafts such as communication, but I also think the world expects more empathy from its employees. Young graduates with an understanding of racism, sexism, and environmental responsibility will become increasingly important.

Do you want to know more?

List of estate planning counselor skills to add to your resume

The most important skills for an estate planning counselor resume and required skills for an estate planning counselor to have include:

Reservations
Real Estate
Customer Issues
Booking
Inbound Calls
Estate Planning

Litigation
Vacation Planning
Product Knowledge
Outbound Calls
Dream Vacations
Life Insurance

Customer Service
Car Rentals
VPC
Customer Complaints
Customer Inquiries
Leadership

Updated January 8, 2025

Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.

Updated January 8, 2025

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