Estate Planning Director jobs in Daytona Beach, FL

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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Estate Planning/Probate Paralegal
  • Robert Kit Korey, P.A.
  • Ormond Beach, FL FULL_TIME
  • Local Ormond Beach law firm seeks hard working detail oriented legal assistant. We seek an individual who has experience with handling a probate administration from the issuance of the letters of administration through the discharge of the estate and the drafting of estate planning documents.

    The ideal applicant must possess the ability to work independently and complete assigned work in a timely manner while handling several cases at one time. Ability to work efficiently in a busy environment while maintaining a positive attitude with clients and co-workers is a must. Candidates must have prior law firm experience, be proficient in MS Word, comfortable with technology and able to quickly learn new software, with a solid employment history.

    Duties include:

    * Prepare correspondence, probate and guardianship pleadings, and other legal documents.

    * E-file pleadings and court documents.

    * Coordinate calendar and schedule appointments.

    * Maintain correspondence with Clients/others.

    * General office administration to support the attorney.

    Benefits include:

    * 401(k)

    * 401(k) matching

    * Health insurance

    * Paid time off

    * Paid sick leave

    * Free parking

    * Professional development assistance

    To be considered for this position, please reply with your cover letter, resume, and salary requirements to kevin@koreylawpa.com.

    Interviews will begin immediately for qualified candidates

    Job Type: Full-time

    Pay: $42,769.18 - $51,506.97 per year

    Benefits:

    • 401(k)
    • 401(k) matching
    • Dental insurance
    • Health insurance
    • Life insurance
    • Paid sick time
    • Paid time off
    • Vision insurance

    Schedule:

    • Monday to Friday

    Travel requirement:

    • No travel

    Ability to Relocate:

    • Ormond Beach, FL: Relocate before starting work (Required)

    Work Location: In person

  • 9 Days Ago

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Assistant Planning & Development Director
  • City of Deltona
  • Deltona, FL FULL_TIME
  • Assistant Planning & Development Director ISSUE DATE: 06/01/2023 CLOSING DATE: Open Until Filled ELIGIBILITY: External LOCATION: Planning & Development One (1) Regular Full-Time Exempt Vacancy Anticip...
  • 1 Month Ago

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Real Estate Buyers Specialist
  • Florida Life Real Estate Group, LLC
  • Smyrna, FL FULL_TIME
  • Florida Life Real Estate Group is a top-rated team brokerage with 500 5-star Reviews and over 1,000 Homes Sold in Volusia County. We have immediate openings for more team players. We are looking for t...
  • 8 Days Ago

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Real Estate Administrative Transaction Coordinator
  • Florida Life Real Estate Group, LLC
  • Smyrna, FL FULL_TIME
  • FULL-TIME Applicants Only - On-Site Position We are looking for a Transaction Coordinator/Office Assistant for our real estate office. We are looking for a long-term-minded professional with a record ...
  • 8 Days Ago

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Real Estate Buyer’S Sales Specialist
  • Florida Life Real Estate Group, LLC
  • Smyrna, FL FULL_TIME
  • Florida Life Real Estate Group is a top-rated team brokerage with 500 5-Star Reviews and over 1,000 Homes Sold in Volusia County. We have immediate openings for more team players. We are looking for t...
  • 5 Days Ago

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Real Estate Sales Associate - Training Provided
  • 1st Class Real Estate The Borges Group
  • Daytona Beach, FL FULL_TIME,PART_TIME
  • Join our team at 1st Class Real Estate and embark on a journey to elevate your real estate career! We're on the lookout for driven individuals like you to become part of our dynamic team of Real Estat...
  • 5 Days Ago

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0 Estate Planning Director jobs found in Daytona Beach, FL area

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Physical Therapist Assistant, Home Health Full Time
  • CenterWell Home Health
  • Daytona Beach, FL
  • Become a part of our caring community and help us put health first As a Home Health Physical Therapist Assistant, you wi...
  • 4/23/2024 12:00:00 AM

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Senior Executive Director for Corporate Philanthropy & Foundation Relations
  • Embry-riddle Aeronautical University
  • Daytona Beach, FL
  • Job DescriptionAbout Embry-Riddle Aeronautical University:At Embry-Riddle, we take pride in our position as the world's ...
  • 4/22/2024 12:00:00 AM

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Director of Laboratory Operations
  • ClientSolv Technologies
  • Deland, FL
  • Company Description ClientSolv Technologies is an IT solution firm with over a decade of experience serving Fortune 1000...
  • 4/22/2024 12:00:00 AM

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District Executive
  • Central Florida Council Boy Scouts
  • Daytona Beach, FL
  • Benefits and Salary information: All councils are equal opportunity employers. In addition to offering a competitive sal...
  • 4/21/2024 12:00:00 AM

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Senior Planner
  • City of DeLand
  • Deland, FL
  • City of DeLand 120 South Florida Avenue DeLand, FL 32720 Phone: (386) 626-7000 SENIOR PLANNER Department: 118/Planning E...
  • 4/21/2024 12:00:00 AM

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General Manager - Lake Nona
  • Huey Magoos
  • Lake Mary, FL
  • Description: A Huey Magoo's General Manager is the Coop Master. Consistency in the brand's message that is trained, coac...
  • 4/19/2024 12:00:00 AM

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Senior Executive Director for Corporate Philanthropy & Foundation Relations
  • Embry-Riddle Aeronautical University
  • Daytona Beach, FL
  • Job Description About Embry-Riddle Aeronautical University: At Embry-Riddle, we take pride in our position as the world'...
  • 4/18/2024 12:00:00 AM

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Hospice RN Executive Director
  • Gentiva Hospice
  • Daytona Beach, FL
  • Our Company: Gentiva Hospice is a member of the Gentiva family – an industry leader in hospice, palliative, home health,...
  • 4/3/2024 12:00:00 AM

Daytona Beach is a city in Volusia County, Florida, United States. It lies about 51 miles (82.1 km) northeast of Orlando, 86 miles (138.4 km) southeast of Jacksonville, and 242 miles (389.5 km) northwest of Miami. In the 2010 U.S. Census, it had a population of 61,005. It is a principal city of the Deltona–Daytona Beach–Ormond Beach metropolitan area, which was home to 600,756 people as of 2013. Daytona Beach is also a principal city of the Fun Coast region of Florida. The city is historically known for its beach where the hard-packed sand allows motorized vehicles to drive on the beach in res...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Director jobs
$117,744 to $175,120
Daytona Beach, Florida area prices
were up 1.5% from a year ago

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