Estate Planning Director jobs in Oklahoma

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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Real Estate Director of Operations
  • PLACE Real Estate (Private Job Board)
  • Norman, OK FULL_TIME
  • Director of Operations

    Your Opportunity: 

    You have the opportunity to be surrounded by, learn from and grow with the top 1% of real estate professionals in North America. Come grow with us as our Director of Operations. We have a proven path and will provide you with the models, systems, tools, coaching, training, and accountability that ensure success. Show up with the will and commitment to succeed. In addition to creating a limitless growth path for your career, you also can earn opportunities for revenue share, growth share, vesting, investing, and earning an opportunity to become a part of our consulting team. 

    Who Develops You: Team Operator

    What You’re Great At: 

    You embody a blend of organization, methodical approach, and unwavering drive, coupled with the empathy and ethos of a servant leader. You excel in the realm of systems – whether it's crafting, implementing, or fine-tuning them. Your commitment to detail is unparalleled, and you find fulfillment in upholding high standards and delivering quality work while prioritizing service to others. As a guardian of efficiency, you staunchly protect the resources and time, not only for yourself but for the entire team, ensuring the collective capacity to thrive and succeed.

    What You’ll Do: 

    • Build, implement, maintain, and OWN all systems for delivering excellent internal and external customer service, lead generation, agent recruiting, tracking, internal communication, team calendar, company social media presence internally and externally, office management, client care systems, team retention and recognition including events, and referrals. 
    • Hire, train, lead, and develop all members of the operations team, as needed.
    • Own a piece of the team growth efforts through posting recruiting ads, calling agent recruits, and scheduling appointments for Team Operator.
    • Own the agent and staff onboarding process, including holding trainings in person and virtually
    • Create and own systems for maintaining integrity of the database, including holding agents accountable to activities.
    • Manage the quality of all listing launches and contract to close, including inspecting the quality of tasks completed by others and creating systems for increased efficiencies and experience.
    • Lead your team to provide a world class client experience for clients through phone and email on behalf of the team pre-contract, through contract, and beyond.
    • Plan and execute events for agents and clients that are done at a high level to drive business referrals.
    • Responsible for all financial systems, accounts payable, accounts receivable, the budget, and profit and loss statement - beyond what is provided through company resources, including taking ownership of actively identifying and driving opportunities to reduce expenses.
    • Create and maintain the team’s operations manual that documents all systems and standards that are not able to exist within our technology leverage, Brivity. 
    • Keep the team leader informed of any challenges that arise and help to develop solutions. 
    • Commit to weekly 1:1 coaching sessions, PLACE trainings, and Brivity trainings. 
    • And additional responsibilities as needed

    Skills and Character Necessary: 

    • Able to consistently show up with integrity, ownership, and intentional actions 
    • Detail-oriented and excellence-driven
    • Collaborative team player and effective leader
    • Self-motivated and project-owner
    • Values authenticity, vulnerability, and humor within in a tight-knit team culture
    • Focuses on tasks during dedicated time blocks
    • Clear and positive communicator
    • Problem-solver with critical thinking skills
    • "Do whatever it takes" mentality
    • Adheres to and improves processes
    • Committed to continuous learning and growth
    • Proactive and organized with excellent time management
    • Handles high-pressure situations calmly and efficiently
    • Patient and detail-oriented in high-volume roles
    • Utilizes social media for company benefit
    • Adaptive and flexible

    Required and Preferred Background: 

    • Requires a prior work history that demonstrates strong, successful leadership ability, the ability to plug into and improve existing systems, understand complexities of a process flow and lean processes, and provide an enthusiastic level of support to a team. 
    • Ability to write reports, business correspondence, and procedure manuals.
    • 2 years experience in a role leading an operations department at a high level
    • Previous experience building out and implementing new systems and process 
    • Having a real estate license is not required for consideration of this role, but is expected to be obtained within 6 months of employment.

    Other Details: 

    • Compensation for this role is dependant on experience, starting at $45,000 a year, and includes competitive benefits and opportunities for growth
    • This role will be in person Monday through Friday from 8:30 am to 5:30 pm
    • This role may travel 1-2 times per year locally or out of state for conferences

    Potential matters more than checkboxes! We're seeking individuals who are eager to learn and grow, even if you don't tick off every qualification on the above. We value enthusiasm, adaptability, and the drive to excel. Your unique perspective could be exactly what we need. Let's meet and explore the possibilities together!

     
    About PLACE: 
    PLACE is an end-to-end technology and business services platform designed to simplify the real estate lifecycle for both consumers and their real estate agents. Top producing real estate teams partner with PLACE because we take care of bookkeeping, human resources, in-house legal, design and marketing, talent acquisition, business training and coaching. Consumers choose real estate teams Powered by PLACE because our partners are positioned to deliver a better experience to their valued clients. 

     


    We are an equal opportunity employer and value diversity. All employment is decided on the basis of qualifications, merit and business need. We are committed to creating an inclusive environment for all employees.
     
  • 1 Month Ago

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Director of Planning
  • THE CLIMATE CONTROL GROUP INC
  • Oklahoma, OK FULL_TIME
  • POSITION SUMMARY Responsible for the development and implementation of the company’s Supply Chain Strategy using best in class Supply Chain Management techniques. Planning and management of all activi...
  • 1 Month Ago

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Director of Health Services - Town Village, Oklahoma City
  • Integrated Real Estate Group
  • Oklahoma, OK FULL_TIME
  • Integrated Real Estate GroupWe, at Integrated Real Estate Group, are dedicated to enhancing the lives of our residents. With high values and morals reflected in everything we do, we strive to be the l...
  • 9 Days Ago

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Legal Assistant-Estate Planning/Probate Department
  • Ball Morse Lowe PLLC
  • Oklahoma, OK FULL_TIME
  • A dynamic law firm with offices in Oklahoma City, Norman, Stillwater, Edmond, and Denver is seeking an enthusiastic, detail-oriented, and self-motivated Legal Assistant to join our Oklahoma City offic...
  • 23 Days Ago

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Executive Director - Town Village Oklahoma City, Full Time
  • Integrated Real Estate Group
  • Oklahoma, OK FULL_TIME
  • Integrated Real Estate GroupJoin our family-owned company with 20 years of expertise in property development, senior housing, multi-family projects, and construction. We prioritize quality, community,...
  • 7 Days Ago

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Real Estate Director of Operations
  • PLACE Corporate Careers
  • Norman, OK OTHER
  • Director of Operations Your Opportunity: You have the opportunity to be surrounded by, learn from and grow with the top 1% of real estate professionals in North America. Come grow with us as our Direc...
  • 29 Days Ago

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Director Strategic Planning
  • Honeywell International Inc.
  • Phoenix, AZ
  • Honeywell Director Strategic Planning in Phoenix , Arizona Join a team that has responsibility to develop an overall str...
  • 4/24/2024 12:00:00 AM

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Director of Planning
  • KHAITE
  • New York, NY
  • About KHAITE: KHAITE is a leading Luxury fashion brand based in New York City, known for its modern and luxurious design...
  • 4/23/2024 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...
  • 4/23/2024 12:00:00 AM

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Planning Director
  • Licking County
  • Newark, OH
  • JOB OPPORTUNITY! Licking County Planning Director The Licking County Planning Commission (LCPC) is seeking a qualified D...
  • 4/23/2024 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...
  • 4/23/2024 12:00:00 AM

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Financial Planning Director
  • Lead Advisor
  • Westborough, MA
  • Description: Director of Planning Our client is a full-service financial advisory practice in Westborough that serves hi...
  • 4/23/2024 12:00:00 AM

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Strategic Planning Director
  • Cox Communications, Inc.
  • Atlanta, GA
  • Company Cox Automotive - USA Job Family Group Strategy & Corporate Development Job Profile Strategic Planning Director M...
  • 4/22/2024 12:00:00 AM

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Director of Planning
  • Khaite
  • New York, NY
  • About KHAITE: KHAITE is a leading Luxury fashion brand based in New York City, known for its modern and luxurious design...
  • 4/20/2024 12:00:00 AM

Oklahoma is the 20th-largest state in the United States, covering an area of 69,899 square miles (181,040 km2), with 68,595 square miles (177,660 km2) of land and 1,304 square miles (3,380 km2) of water. It lies partly in the Great Plains near the geographical center of the 48 contiguous states. It is bounded on the east by Arkansas and Missouri, on the north by Kansas, on the northwest by Colorado, on the far west by New Mexico, and on the south and near-west by Texas. Much of its border with Texas lies along the Southern Oklahoma Aulacogen, a failed continental rift. The geologic figure defi...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Director jobs
$119,949 to $178,398

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