Estate Planning Director jobs in Indiana

Estate Planning Director directs all aspects of the estate planning function including sales, staffing, and supervision. Participates in training and estate planning workshops. Being an Estate Planning Director ensures that the agency stays abreast of regulatory guidelines and new trends in the field. Researches and advises on tax, technical, and legal questions. Additionally, Estate Planning Director 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 Underwriter (CLU). The Estate Planning Director manages a departmental sub-function within a broader departmental function. Creates functional strategies and specific objectives for the sub-function and develops budgets/policies/procedures to support the functional infrastructure. Deep knowledge of the managed sub-function and solid knowledge of the overall departmental function. To be an Estate Planning Director typically requires 5+ years of managerial experience. (Copyright 2024 Salary.com)

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Director of Business Development
  • GoldOller Real Estate Investments
  • Fort Wayne, IN FULL_TIME
  • Unlock Growth Potential as GoldOller's Director of Business Development!

    Are you a seasoned leader poised to accelerate growth and drive strategic success within the multifamily market? GoldOller, a distinguished multifamily property management firm, is actively seeking a Director of Business Development to spearhead our expansion initiatives. This pivotal role offers an unparalleled opportunity to shape our organizational trajectory, cultivate strategic partnerships, and optimize property performance. If you are prepared to make a substantial impact within a dynamic industry, we eagerly await your application.


    Key Responsibilities:


    • Strategic Business Expansion: Identify and secure multifamily third-party management opportunities while fostering enduring relationships with multifamily owners.
    • Compelling Presentation Development: Collaborate closely with our marketing department to craft persuasive presentations tailored to diverse stakeholders.
    • Industry Representation: Serve as a distinguished ambassador for GoldOller in high-level meetings and industry conferences.
    • Partnership Cultivation: Develop and deliver customized proposals that effectively communicate the value proposition of partnering with GoldOller.
    • Market Insights and Compliance: Remain abreast of industry trends and market dynamics, ensuring compliance with regulatory standards and internal protocols.
    • Seamless Onboarding: Oversee the seamless transition of new properties during the 90-day onboarding period, implementing strategic plans for sustained success.


    Key Qualifications:


    • Educational Background: Bachelor's degree in a relevant field.
    • Professional Experience: Minimum of 5 years of experience in multifamily property management, with a preference for candidates with a background in business development or real estate brokerage.
    • Exceptional Communication Skills: Proficiency in conveying complex ideas effectively, both verbally and in writing.
    • Strong Organizational Skills: Ability to manage multiple priorities with precision and attention to detail.
    • Regulatory Acumen: Thorough understanding of multifamily property management laws and standards.
    • Technological Proficiency: Demonstrated proficiency in software applications such as Excel, Word, and other relevant tools.
    • Mobility Requirement: Possession of a valid driver's license and a willingness to travel as necessary.
    • The Philadelphia location is preferred, but we will consider remote locations within our core markets: OH, FL, IN, MD, or GA.


    What We Offer:


    • Competitive Compensation: Enjoy a competitive salary and performance-based bonus structure.
    • Comprehensive Benefits: Access to a comprehensive benefits package, ensuring your holistic well-being.
    • Professional Development: Opportunities for ongoing professional growth and advancement within a collaborative work environment.
    • Impactful Contributions: Join a team dedicated to achieving excellence and driving impactful growth within the industry.


    Join Our Team:

    If you are poised to leverage your expertise and drive strategic success with GoldOller, we invite you to apply today. Take the first step towards a rewarding career journey characterized by excellence, innovation, and meaningful growth. Your opportunity to make a significant impact awaits. Apply now to commence your journey with GoldOller.

  • 18 Days Ago

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Director of Financial Planning & Analysis
  • EVERWOOD HOSPITALITY PARTNERS
  • Indianapolis, IN FULL_TIME
  • This role will be a key asset in the future growth of the company. This individual will be leading the FP&A Department and will be spear-heading the Company’s financial quarterly forecast, annual bu...
  • 6 Days Ago

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Director Portfolio Planning & Origination
  • NiSource
  • Merrillville, IN FULL_TIME
  • Job DescriptionTitle: Director, Portfolio Planning & OriginationJob Summary:The Director, Portfolio Planning & Origination is responsible for leading and maintaining a goal-driven, team-oriented cultu...
  • 7 Days Ago

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Director, Finance Planning and Analysis
  • T2 Systems
  • Indianapolis, IN FULL_TIME
  • T2 Systems is the largest parking, mobility, and transportation provider in North America, with more than 25 years in the parking management industry and currently serving thousands of parking profess...
  • 11 Days Ago

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Director of Materials Planning and Inventory
  • Conn Selmer
  • Elkhart, IN FULL_TIME
  • DescriptionAt Conn Selmer, we're passionate about music and dedicated to producing the highest-quality instruments for musicians of all skill levels. As a member of our organization, we seek candidate...
  • 11 Days Ago

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Planning Associate/Associate Director
  • Cundall
  • Edinburgh, IN FULL_TIME
  • The Team Cundall’s Planning team pride ourselves on our exemplary track record of providing first-class planning and environmental input on a wide variety of building projects throughout the UK. Our c...
  • 14 Days Ago

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Planning Director
  • Elite Associates
  • New York, NY
  • Oversee permanent product, Outlet, and end of product life cycle sales, stock management, and allocation across all cate...
  • 6/11/2024 12:00:00 AM

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Director, Biometrics Planning & Execution
  • WuXi AppTec
  • San Diego, CA
  • The primary responsibility of this position is to supervise proposals, contracts, and budget activities, as well as over...
  • 6/11/2024 12:00:00 AM

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Director, Strategic Planning
  • McCann Health Managed Markets | An IPG Health Company
  • About the job The Director, Strategic Planning is responsible for applying customer understanding to creative problems t...
  • 6/11/2024 12:00:00 AM

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Western Planning Director
  • Toole Design Group LLC
  • Seattle, WA
  • Job Type Full-time Description Toole Design Group is looking to hire a full-time Planning Director for our Western Regio...
  • 6/11/2024 12:00:00 AM

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Director of Planning
  • City of Cambridge
  • Cambridge, MD
  • The City of Cambridge is seeking a dynamic and energetic individual for the position of Director of Planning to supervis...
  • 6/10/2024 12:00:00 AM

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Planning Director
  • AppleOne Employment Services
  • Fresno, CA
  • TITLE: DIRECTOR OF FORWARD PLANNING ABOUT THE JOB: Seeking experienced candidates for a DIRECTOR OF FORWARD PLANNING rol...
  • 6/7/2024 12:00:00 AM

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Planning Director
  • Licking County
  • Newark, OH
  • Company Description Licking County Planning Commission Job Description JOB OPPORTUNITY! Licking County Planning Director...
  • 6/7/2024 12:00:00 AM

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Director, Financial Planning
  • Edward Jones
  • Saint Louis, MO
  • Your passion. Our purpose. This could be powerful. Maybe the markets keep you up at night. Trusts are your forte. Or you...
  • 4/15/2024 12:00:00 AM

Indiana /ˌɪndiˈænə/ (listen) is a U.S. state located in the Midwestern and Great Lakes regions of North America. Indiana is the 38th largest by area and the 17th most populous of the 50 United States. Its capital and largest city is Indianapolis. Indiana was admitted to the United States as the 19th U.S. state on December 11, 1816. Indiana borders Lake Michigan to the northwest, Michigan to the north, Ohio to the east, Kentucky to the south and southeast, and Illinois to the west. Before becoming a territory, various indigenous peoples and Native Americans inhabited Indiana for thousands of ye...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Director jobs
$126,330 to $187,887

Estate Planning Director in Fort Smith, AR
The estate planning attorneys at Hanis Irvine Prothero can provide a full range of legal and financial tools for your estate planning requirements.
January 05, 2020
Estate Planning Director in Santa Barbara, CA
Estate Planning is more than just having a will, it is about planning for a good end of life.
January 31, 2020
Estate Planning Director in Newark, NJ
And on top of property-related considerations are other important estate-planning components, regardless of marital or parental status.
February 13, 2020