Estate Planning Director jobs in Longview, TX

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 Inside Sales Agent
  • Wood Real Estate Group
  • Tyler, TX FULL_TIME
  • Wood Real Estate Group

    We are in need of a real estate inside sales agent to join our growing team. You’ll be responsible for prospecting new leads, making cold calls, building relationships with potential clients, and improving our lead conversion rate. If you’re driven to achieve, love developing relationships with clients, and have a strong work ethic, start your application today!

    Responsibilities
    • Contact prospects after the initial meeting via phone calls, email, and other forms of communication to add them to the sales pipeline and cultivate real estate qualified leads
    • Hunt, manage, and qualify inbound sales inquiries to convert leads to appointments so agents can respond to customers quickly and efficiently
    • Produce sales reports on a monthly and quarterly basis to make sure all sales goals are met
    • Maintain and grow existing business opportunities within the geographical area to expand our sales region
    • Create and maintain a database of prospective and past clients to ensure organized and current information on all leads
    Qualifications
    • Applicants should have a high school diploma, bachelor’s degree desired
    • Must have a valid U.S. driver’s license and can travel by car
    • Has superb interpersonal and communication skills
    • 1 year of real estate sales experience
    • Candidates must have or be pursuing a real estate license
    Compensation
    $75,0000
    About Wood Real Estate Group

    We are a small boutique brokerage located in South Tyler. We pride ourselves on giving the best service to the public while taking top-notch care of our agents. We never have any monthly fees for agents and provide great splits.

  • 9 Days Ago

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Client advisor
  • Wealth Planning Advisors
  • Tyler, TX FULL_TIME
  • A fast-moving, well-established financial services practice in Tyler, Texas is actively seeking an energetic and growth-oriented individual to join our team. Our firm emphasizes financial planning for...
  • Just Posted

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Office Manager
  • MHS PLANNING & DESIGN
  • Tyler, TX FULL_TIME,PART_TIME
  • Office Manager MHS Planning & Design, a multi-discipline group that produces park planning and design, landscape architecture, and commercial/residential engineering, is looking to hire an Office Mana...
  • 7 Days Ago

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Office Manager
  • MHS PLANNING & DESIGN
  • Tyler, TX FULL_TIME,PART_TIME
  • Office Manager MHS Planning & Design, a multi-discipline group that produces park planning and design, landscape architecture, and commercial/residential engineering, is looking to hire an Office Mana...
  • 7 Days Ago

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Creative Specialist
  • Boulevard Real Estate Media
  • Longview, TX PART_TIME,CONTRACTOR
  • A Boulevard Creative is responsible for the in-field production of our real estate marketing. Responsibilities include but are not limited to: photography, videography, Zillow 3D tour, aerial drone op...
  • 7 Days Ago

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Creative Specialist
  • Boulevard Real Estate Media
  • Longview, TX PART_TIME,CONTRACTOR
  • A Boulevard Creative is responsible for the in-field production of our real estate marketing. Responsibilities include but are not limited to: photography, videography, Zillow 3D tour, aerial drone op...
  • 7 Days Ago

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0 Estate Planning Director jobs found in Longview, TX area

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Department of Medicine Inaugural Vice Chair at UT Health East Texas
  • Ardent Health Services
  • Tyler, TX
  • Department of Medicine Inaugural Vice Chair UT Tyler School of Medicine, Tyler, TX July 3, 2023 Background: The vision o...
  • 4/25/2024 12:00:00 AM

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Director Therapy Operations
  • Encompass Health
  • Tyler, TX
  • The Director of Therapy Operations organizes, develops, directs, and supervises all aspects of Therapy Operations, which...
  • 4/25/2024 12:00:00 AM

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Director of Residence Life
  • Jarvis Christian University
  • Hawkins, TX
  • Job Description Job Description POSITION TITLE: Director of Residence Life Reporting to the Vice President for Student S...
  • 4/24/2024 12:00:00 AM

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Supervisor Laboratory
  • Talentburst Inc.
  • Longview, TX
  • Supervisor Laboratory, Longview, TX Shift: Flexible 8hr Days/Nights - OT Opportunity Length: 13wks Weekends: Yes On-Call...
  • 4/23/2024 12:00:00 AM

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Weekend House Manager Floater
  • BCFS Health and Human Services
  • Tyler, TX
  • It's a great feeling to work for a company that does so much good for others around the world! Education: High School Di...
  • 4/23/2024 12:00:00 AM

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Community Director - EX
  • Fpi Management
  • Pittsburg, TX
  • Multifamily Property Management The Community Director (Exempt) is fully accountable for all day-to-day operations of a ...
  • 4/22/2024 12:00:00 AM

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General Manager and Assistant Manager
  • Restaurant Management Search
  • Tyler, TX
  • Apply with confidence. RMS does NOT bank resumes or operate call lists. Your confidentiality is our #1 top priority and ...
  • 4/22/2024 12:00:00 AM

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Lifestyle Assistant
  • Life Space Communities
  • Tyler, TX
  • Community: Meadow Lake Address: 16044 CR 165 Tyler, Texas 75703 Pay Range $12. 45-$17. 14+ Hourly Live your purpose. Gro...
  • 3/28/2024 12:00:00 AM

Longview is the forty-fifth largest city in the state of Texas. The city is mostly located in Gregg County, of which it is the county seat; a small part of Longview extends into the western part of neighboring Harrison County. Longview is located in East Texas, where Interstate 20 and U.S. Highways 80 and 259 converge just north of the Sabine River. According to the 2010 U.S. census, the city had a population of 80,455. The estimated population in 2017 was 81,522. Longview is the principal city of the Longview metropolitan statistical area, comprising Gregg, Upshur, and Rusk counties. The popu...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Director jobs
$118,393 to $176,084
Longview, Texas area prices
were up 1.2% from a year ago

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