Estate Planning Director jobs in Anderson, IN

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 Agent
  • The Real Estate Pros
  • Pendleton, IN FULL_TIME
  • Summary

    Seize the chance to work alongside and absorb knowledge from the top 20% of real estate experts in North America. Our organization offers established models, systems, tools, coaching, and training, complemented by a robust accountability framework that paves the way for success. Beyond providing an expansive trajectory for your career development, we offer enticing incentives such as revenue sharing, health benefits, growth share, vesting options, and investment opportunities. We are on the lookout for agents with ambitious goals, who are eager for a nurturing environment that offers ample growth opportunities and the chance to make a significant impact on the lives of buyers and sellers.

    Responsibilities

    • Graduate from PLACE Launch
    • Execute PLACE lead generations systems weekly
    • Consult with buyers, convert with signed buyer agreements and identify homes
    • Negotiate offers on behalf of your sellers and buyers
    • Track tasks and activities in PLACE Technology
    • Conduct two open houses monthly
    • Convert prospecting and lead generation activities to appointments
    • Participate in weekly script practice per team standards
    • Participate in team activities per team standards
    • Commit to weekly 1:1 coaching session, weekly trainings and Partner Call
    • Consult with sellers, convert to listings and market home
    • Demonstrate expertise on pricing strategies, staging and other listing related services

    Qualifications

    You are an intrinsically motivated sales professional with a competitive spirit. You are excellent at building rapport, listening to the needs of others and identifying solutions. Prospecting and lead generation are your strength zones. Overcoming objections comes naturally. You are a strong communicator and committed to service.

    • Team player
    • Licensed real estate professional
    • 2 years’ of real estate sales experience 12 closed transactions
    • Strong written and verbal communication skills
    • Learning based, growth-minded
    • Organized
    • Willingness to learn scripts and dialogues
    • Excellent time management skills

    About-our-team

    Heather Upton is the Founder and CEO of The Real Estate Pros. As a residential real estate expert, she and her team have helped hundreds of families and professionals buy and sell property in the Metro Indy area.

    Over the last 20 years, Heather has honed her craft to provide seamless experiences for her clients while developing strategic business models to better support her agents. She is truly passionate about empowering others and works towards that goal every day by sharing her skills, insight, and experience.

    We are powered by PLACE, a broker-agnostic business services and technology platform transforming the industry for top agents and their customers. Join and gain in-house marketing and design services, daily live professional development opportunities, superior technology that eliminates up to 75% of daily tasks, and more. We invest in your future by providing opportunities for personal and professional growth, so you can dream bigger while gaining exponential leverage and success within our powered by PLACE team.

  • 17 Days Ago

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Real Estate Property Manager
  • Confidential Real Estate Company
  • Anderson, IN FULL_TIME
  • Real Estate Property Manager About the Role Confidential Real Estate Company is seeking a Real Estate Property manager to join our team! We are a dynamic corporation that focuses on multi-family inves...
  • 23 Days Ago

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Handyman
  • Pangea Real Estate
  • Marion, IN FULL_TIME
  • Pangea Properties is a privately held real estate investment trust (REIT) headquartered in Chicago. We specialize in the acquisition and renovation of distressed multifamily properties in lower-middle...
  • 15 Days Ago

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Business Planning Cost Accountant
  • TS Tech
  • Castle, IN FULL_TIME
  • Job Description: Position: Cost Accountant - Business Planning Administrator Reports To: Business Planning Manager Direct Reports: No TS Tech is a global supplier of automobile seat & interior trim, w...
  • 17 Days Ago

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Technology Planning Engineer
  • STARPLUS ENERGY
  • Kokomo, IN FULL_TIME
  • Job Summary: We are seeking a dedicated, data driven, and results oriented individual to join our team as a Technical Planning Engineer. As a member of our team, you will play a crucial role in our co...
  • 24 Days Ago

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Supply Chain Planning Analyst
  • Progress Rail
  • Muncie, IN FULL_TIME
  • Job Purpose Plan material for a specific Progress Rail location to ensure parts are on the production line when they are required while managing inventory levels. Req ID 9083BR City Muncie State: IN C...
  • 25 Days Ago

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0 Estate Planning Director jobs found in Anderson, IN area

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Senior Project Manager
  • INCOG BioPharma Services
  • Fishers, IN
  • Senior Project Manager Who? INCOG Biopharma Services is seeking a Senior Project Manager to manage projects in aseptic m...
  • 4/19/2024 12:00:00 AM

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Practice Operations Supervisor - Family Medicine Residency Center
  • Indiana University Health
  • Muncie, IN
  • Job Description Are you ready to take the next step in your career with Indiana's #1 Healthcare System? IU Health Physic...
  • 4/18/2024 12:00:00 AM

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Manager
  • FORD'S GARAGE 01070
  • Noblesville, IN
  • Reports to: General Manager/Director of Operations/Executive VP Operations JOB SUMMARY: Our mission is to provide an inn...
  • 4/18/2024 12:00:00 AM

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Recruiting Director, Healthcare Administration
  • Top Talent
  • Fishers, IN
  • Recruitment Division Director, Healthcare Administration Join our team at Top Talent as the Division Director for our He...
  • 4/17/2024 12:00:00 AM

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Director of Operations
  • E-Commerce Company
  • Fishers, IN
  • About the Company As a top 3P seller and full-service agency helping optimize brands on leading e-commerce marketplaces....
  • 4/17/2024 12:00:00 AM

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Divisional Allocation Manager
  • JD Finish Line
  • Indianapolis, IN
  • The Divisional Allocation Manager is responsible for leading, motivating, training and developing a team of Allocation A...
  • 4/16/2024 12:00:00 AM

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Senior Project Manager
  • Incog Biopharma Services
  • Fishers, IN
  • Senior Project Manager Who? INCOG Biopharma Services is seeking a Senior Project Manager to manage projects in aseptic m...
  • 4/16/2024 12:00:00 AM

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Human Resources Director
  • Heartland Food Products Group
  • Indianapolis, IN
  • The Director Human Resources is responsible for HR oversight for multiple manufacturing plants within the Indianapolis, ...
  • 4/15/2024 12:00:00 AM

Anderson is a city in and the county seat of Madison County, Indiana, United States. It is the principal city of the Anderson, Indiana Metropolitan Statistical Area which encompasses Madison County. Anderson is the headquarters of the Church of God (Anderson) and home of Anderson University, which is affiliated with Christian denomination. Highlights of the city include the historic Paramount Theatre and the Gruenewald Historic House. The population was 56,129 at the 2010 census. This is down from 70,000 in 1970. Anderson is located at 40°06′00″N 85°40′53″W / 40.100041°N 85.681525°W / 40.10...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Director jobs
$120,079 to $178,591
Anderson, Indiana area prices
were up 1.3% from a year ago

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