Estate Planning Director jobs in Evansville, 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)
Recently Added Estate Planning Director jobs
Case Management Specialist - Discharge Planning
- Discharge Planning in Owensboro, KY - Owensboro
-
Owensboro, KY
FULL_TIME
-
Summary
Job Summary
Facilitates cost-effective, quality patient transitions of care and outcomes by collaborating with staff and providing guidance, education, and support to assigned patients.Job Responsibilities- Completes comprehensive assessment of medical record and knowledge of patient's medical condition, financial status, emotional needs, and support systems.
- Collaborates with Case Management Medical Director, Director, and/or Manager on complex discharge planning issues and delays in service.
- Interview patients, assesses priorities, and develops appropriate discharge plan.
- Works in collaboration with the Social Worker and interdisciplinary care team members to ensure quality support of care and safety of discharge.
- Assists patients/families with referrals to community agencies, post acute providers, and provide education and resource information.
- Documents precisely and timely in the medical record the assessment, concerns, needs, and discharge plans.
- Provides ongoing assessment and keeps plans up to date as patient progresses toward discharge.
- Trains new employees, students, or interns as needed.
Qualifications- Associate's degree or higher or Diploma in Nursing required upon hire AND
- Bachelor's degree or higher in Nursing required within 5 years of employment in this position
- No experience required
- RN - Licensed as a Registered Nurse. Eligible to practice nursing in the State of Kentucky required upon hire
Skills and Attributes- Requires critical thinking skills and decisive judgment.
- Works under minimal supervision.
- Must be able to work in a stressful environment and take appropriate action.
Physical Demands- Standing: Occasionally
- Walking: Occasionally
- Sitting: Frequently
- Lifting 0-25 lbs: Rarely
- Lifting 25-75 lbs: Never
- Lifting over 75 lbs: Never
- Carrying 0-25 lbs: Rarely
- Carrying 25-75 lbs: Never
- Carrying over 75 lbs: Never
- Pushing/Pulling 0-25 lbs: Rarely
- Pushing/Pulling 25-75 lbs: Never
- Pushing/Pulling over 75 lbs: Never
- Climbing: Rarely
- Bending/Stooping: Rarely
- Kneeling: Rarely
- Crouching/Crawling: Rarely
- Reaching: Occasionally
- Talking: Frequently
- Hearing: Occasionally
- Repetitive Foot/Leg Movements: Never
- Repetitive Hand/Arm Movements: Frequently
- Keyboard Data Entry: Frequently
- Running: Never
- Vision: Depth Perception: Frequently
- Vision: Distinguish Color: Frequently
- Vision: Seeing Far: Frequently
- Vision: Seeing Near: Frequently
Owensboro Health Core Commitments
INTEGRITY - We conduct ourselves with a high level of responsibility, reliability and honesty because we take seriously the trust of our patients and coworkers.
RESPECT - We value and accept the unique talents and contributions of every patient, customer and team member in the Owensboro Health community.
TEAMWORK - We build a spirit of connectivity and fellowship by striving together to overcome obstacles, surpass goals, celebrate accomplishments and plan the future.
INNOVATION - We foster original ideas and creative solutions that improve our daily work and promote the mission of Owensboro Health.
SERVICE - We focus on service to patients, customers and team members by anticipating their needs, thoughtfully meeting those needs and continually improving the quality of everything we do.
EXCELLENCE - We reach beyond basic expectations to expand our knowledge and awareness, produce exceptional work and provide outstanding service. - 1 Month Ago
Real Estate Agent
- Dauby Real Estate
-
Evansville, IN
FULL_TIME
- Summary Embark on a transformative journey with us and position yourself among the distinguished top 1% of real estate professionals across North America by becoming a Real Estate Agent in our team. W...
- 22 Days Ago
Care aide needed for
- Care Planning Institute, Inc
-
Mc Clure, IL
FULL_TIME
- Care Planning Institute, Inc - We are a home care aide servcies agency that has been in business since 2007 and help elderly people stay safe and well in their homes. We provide home care services in ...
- Just Posted
Care aide needed for
- Care Planning Institute, Inc
-
Mc Leansboro, IL
FULL_TIME
- Care Planning Institute, Inc - We are a home care aide servcies agency that has been in business since 2007 and help elderly people stay safe and well in their homes. We provide home care services in ...
- Just Posted
Care aide needed for
- Care Planning Institute, Inc
-
Harrisburg, IL
FULL_TIME
- We are a home care aide servcies agency that has been in business since 2007 and help elderly people stay safe and well in their homes. We provide home care services in 15 states. We also offer same d...
- Just Posted
Home Care Aide NEEDED For Elderly Veteran In Omaha, IL
- Care Planning Institute, Inc
-
Omaha, IL
FULL_TIME
- We are a home care aide servcies agency that has been in business since 2007 and help elderly people stay safe and well in their homes. We provide home care services in 15 states. We also offer same d...
- 1 Day Ago
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0 Estate Planning Director jobs found in Evansville, IN area
Sales Administrative Assistant
- MetroNet Inc.
-
Evansville, IN
- ** Sales Administrative Assistant** **Job Category****:** Business Operations **Requisition Number****:** SALES004092 Sh...
- 4/25/2024 12:00:00 AM
Healthcare Specialist Faculty (CNA/QMA)
- Ivy Tech Community College
-
Evansville, IN
- Ivy Tech Evansville seeks a full-time faculty member to teach Certified Nursing Aid (CNA) and Qualified Medication Aide ...
- 4/25/2024 12:00:00 AM
Memory Care Nurse - LPN
- Hiring Now!
-
Evansville, IN
- JOIN TEAM TRILOGY: The Legacy Lane Coordinator (License Practical Nurse) supports the day-to-day functions of the Legacy...
- 4/25/2024 12:00:00 AM
Middle Office Manager
- Old National Bank
-
Evansville, IN
- Overview: Old National Bank has been serving clients and communities since 1834. With $48 billion in total assets, we ar...
- 4/24/2024 12:00:00 AM
Internal Audit Manager
- Shoe Carnival
-
Evansville, IN
- Ability to provide world class customer support by adopting and meeting Shoe Carnival's Corporate Core Customer Service ...
- 4/24/2024 12:00:00 AM
System Director of Case Management
- Deaconess Health System
-
Evansville, IN
- Join Our Team# We are looking for compassionate, caring, and dedicated System Director of Case Management to join our te...
- 4/22/2024 12:00:00 AM
Food Services Director
- Yona Solutions
-
Grayville, IL
- Yona Solutions - Come rise above with Yona! Our employees are instrumental in maintaining a happy, healthy, and clean en...
- 4/22/2024 12:00:00 AM
Executive Director - LNHA
- Woodmont Health Campus
-
Boonville, IN
- JOIN TEAM TRILOGY: Our Executive Directors/Nursing Home Administrators love Trilogy for the stability, meaningful work, ...
- 4/22/2024 12:00:00 AM
About Evansville, Indiana
Evansville is a city and the county seat of Vanderburgh County, Indiana, United States. The population was 117,429 at the 2010 census, making it the state's third-most populous city after Indianapolis and Fort Wayne, the largest city in Southern Indiana, and the 232nd-most populous city in the United States. It is the commercial, medical, and cultural hub of Southwestern Indiana and the Illinois-Indiana-Kentucky tri-state area, home to over 911,000 people. The 38th parallel crosses the north side of the city and is marked on Interstate 69.
Situated on an oxbow in the Ohio River, the city is of...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Director jobs
$122,931 to $182,834
Evansville, Indiana area prices
were up 1.3% from a year ago
were up 1.3% from a year ago
What does an Estate Planning Director do?
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