Estate Planning Director jobs in Monterey, CA
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)
Recently Added Estate Planning Director jobs
- Windermere Real Estate
-
Salinas, CA
FULL_TIME
-
At Windermere Real Estate, we believe that being a real estate agent is more than just a job - it's a true calling. We are dedicated to elevating and humanizing real estate, and we strive to make a positive impact in the lives of our clients and communities. As a Windermere agent, you'll join a team of relationship heroes who are passionate about providing exceptional service and guidance to buyers and sellers.
Our Office in Bellevue is currently seeking a friendly and professional Real Estate Agent to facilitate transactions between sellers and buyers. As a Real Estate Agent, you will be responsible for marketing listings, assisting clients with their real estate needs, and helping them achieve their goals. This is an exciting opportunity for individuals looking to grow their career in the real estate industry.
If you're interested in joining our team, please apply and complete the Quick Assessment that will be sent to you via email. We will reach out to qualified candidates to schedule an interview. We kindly request that you refrain from contacting the office directly.
Responsibilities
- Build relationships with clients and assist them in marketing and purchasing properties
- Conduct market research and analysis to determine property values
- Show and promote properties to potential buyers
- Advise clients on pricing strategies and negotiation techniques
- Stay up-to-date with real estate market trends and best practices
- 16 Days Ago
- Monterey-Salinas Transit District
-
Monterey, CA
FULL_TIME
- JOB SUMMARY Under general direction, prepares long range plans, coordinates planning activities and represents MST at planning –related meetings. ESSENTIAL FUNCTIONS Plans fixed-route services. Review...
- 7 Days Ago
- DM Estate Staffing
-
Pebble Beach, CA
FULL_TIME
- Overview Position: Live-In Household Manager Location: Pebble Beach, California We are seeking a full-time, live-in Household Manager to maintain a 7,000 square foot home in Pebble Beach and provide p...
- Just Posted
- Joby Aviation
-
Marina, CA
FULL_TIME
- Joby OverviewLocated in Northern California, the team at Joby Aviation is driven by our goal of creating an affordable, all-electric air transportation system. Imagine a piloted air taxi that takes of...
- 1 Month Ago
- 36 North Properties
-
Monterey, CA
FULL_TIME
- 36 North Properties is a leading real estate management company dedicated to providing exceptional service and support to property owners and tenants alike. With a commitment to excellence and a focus...
- 1 Month Ago
- Blair Vineyards LLC dba Blair Estate
-
by, CA
PART_TIME
- Blair Estate provides a wine tasting experience that is more than just tasting wine. We provide in-depth information about our wines, how they are made, why the vineyard source focusing on the influen...
- 10 Days Ago
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0 Estate Planning Director jobs found in Monterey, CA area
- Turning Point of Central California
-
Salinas, CA
- Turning Point of Central California, Inc. WE EXIST TO SERVE PEOPLE IN NEED. Turning Point of Central California, Inc. wa...
- 4/23/2024 12:00:00 AM
- Community Bridges
-
Santa Cruz, CA
- $1,000 HIRING BONUS *After completion of 6-month probationary period. For complete job description and to apply visit we...
- 4/23/2024 12:00:00 AM
- City of Salinas, CA
-
Salinas, CA
- Salary: $11,542.00 - $14,732.00 Monthly Location : Salinas Permit Center, CA Job Type: Full-Time Job Number: 24-00513 De...
- 4/22/2024 12:00:00 AM
- Monterey Bay Aquarium
-
Monterey, CA
- At the Monterey Bay Aquarium, we are passionate about creating an inclusive workplace that celebrates and values diversi...
- 4/22/2024 12:00:00 AM
- Monterey County Vintners & Growers Association
-
Monterey, CA
- Position/Title: Executive Director REQUIRED: Remote but MUST live in MONTEREY COUNTY, CA or within 30 minutes from Monte...
- 4/21/2024 12:00:00 AM
- North Monterey County Unified School District
-
Castroville, CA
- About the Employer Welcome to North Monterey County Unified School District where Together, What we do Matters! We are l...
- 4/21/2024 12:00:00 AM
- J.F. Shea Family of Companies
-
Marina, CA
- Shea Homes Northern California Job Description Job Title: Community Development Manager, Monterey Peninsula Department:C...
- 4/20/2024 12:00:00 AM
- SlingShot Connections
-
Monterey, CA
- Job Description Job Description Summary: The Director of Alumni Relations will oversee the development and coordination ...
- 4/20/2024 12:00:00 AM
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