Estate Planning Director jobs in Louisville, KY

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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Director of Operations
  • Adams Real Estate
  • Bowling Green, KY FULL_TIME
  • Job Summary:
    We are seeking a highly skilled and experienced Director of Operations to oversee and manage our company's operations. The Director of Operations will be responsible for ensuring the smooth and efficient functioning of all operational areas within the organization. This is a senior leadership position that requires strong strategic planning, project management, and process improvement skills.

    Responsibilities:
    - Manage and oversee all operational areas of the company, including but not limited to production, daily/weekly/monthly tasks, logistics, and customer service
    - Develop and implement strategies to improve operational efficiency and effectiveness
    - Lead and mentor a growing team, providing guidance and support in their day-to-day activities
    - Collaborate with other departments to ensure seamless coordination and communication across the organization
    - Identify opportunities for business development and growth, working closely with the executive team to develop and execute strategic plans
    - Manage partnership with vendors, and other business partners to ensure favorable terms and conditions
    - Monitor key performance indicators (KPIs) to track progress towards operational goals and objectives
    - Implement process improvement initiatives to streamline operations and reduce costs
    - Ensure compliance with relevant industry regulations and standards

    Experience:
    - Proven experience in operations management, preferably in a similar industry or organization
    - Strong leadership skills with the ability to effectively manage a team
    - Demonstrated experience in strategic planning and execution
    - Excellent project management skills, with the ability to prioritize tasks and meet deadlines
    - Proven track record in driving process improvement initiatives

    -Strong time blocking/management skills
    - Knowledge of business development principles and practices
    - Familiarity with excel spreadsheets, google drive, and willingness to learn other computer programs used daily
    - Excellent communication skills, both verbal and written

    We offer competitive compensation packages commensurate with experience.

    If you are a dynamic leader with a passion for operations management, we invite you to apply for this exciting opportunity. Please submit your resume along with a cover letter detailing your relevant experience and qualifications.

    Job Type: Full-time

    Pay: $35,000.00 - $47,000.00 per year

    Ability to Commute:

    • Bowling Green, KY (Required)

    Ability to Relocate:

    • Bowling Green, KY: Relocate before starting work (Required)

    Willingness to travel:

    • 25% (Preferred)

    Work Location: In person

  • 16 Days Ago

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Assistant Director of Financial Planning
  • The Sullivan University System
  • Louisville, KY FULL_TIME
  • Look No Further, Your Career Starts Here! Sullivan University is an organization that is truly committed to making a difference. We host a wide variety of career opportunities, offer a family-oriented...
  • 22 Days Ago

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Director Sales Planning & Execution
  • Heaven Hill Brands
  • Louisville, KY FULL_TIME
  • This is a remote position with an ideal base location in Louisville, KY; Dallas, TX; or Miami, FL. Internal applicants that live outside of these areas are also eligible to apply. What the Role Is The...
  • 4 Days Ago

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Executive Director - Clark County, IN Planning and Zoning Commission
  • Clark County Government
  • Jeffersonville, IN FULL_TIME
  • JOB DESCRIPTION The Executive Director performs highly responsible administrative and supervisory work in planning, organizing, and directing the general operation of the office of Planning and Zoning...
  • 1 Day Ago

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Assistant/Associate Director of Student Financial Planning
  • Hanover College
  • Hanover, IN FULL_TIME
  • Primary Function: As part of the office of student financial services, this fast-paced position will interact as a collaborative partner with the registrar, student life, student success and business ...
  • 1 Month Ago

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Buying Agent - Real Estate
  • The Reesy Real Estate Team
  • Bowling Green, KY FULL_TIME
  • Be apart of a real estate REVOLUTION! Now is the perfect time! The Reesy Real Estate Team of Keller Williams is looking for rockstars who want to get started in the real estate industry. No prior expe...
  • 15 Days Ago

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0 Estate Planning Director jobs found in Louisville, KY area

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President/CEO
  • Family Children's Place
  • Louisville, KY
  • ABOUT FAMILY & CHILDREN'S PLACE Family & Children's Place provides resources, support?and solutions to help families pre...
  • 4/26/2024 12:00:00 AM

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General Manager
  • HMSHOST
  • Louisville, KY
  • With a career at HMSHost, you really benefit! We offer: Health, dental and vision insurance Generous paid time off (vaca...
  • 4/26/2024 12:00:00 AM

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General Manager I
  • HMSHost
  • Louisville, KY
  • Description: Purpose: The purpose of the General Manager I (GM) position is to manage a QSR restaurant or small cluster ...
  • 4/26/2024 12:00:00 AM

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Associate Creative Director
  • Hawthorn Innovations
  • Louisville, KY
  • Job Role: Associate Creative Director Location: Louisville Kentucky (Onsite) Who we are : Hawthorn Innovations is housed...
  • 4/26/2024 12:00:00 AM

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President/CEO
  • Family & Children's Place
  • Louisville, KY
  • ABOUT FAMILY & CHILDREN'S PLACE Family & Children's Place provides resources, support and solutions to help families pre...
  • 4/23/2024 12:00:00 AM

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EHS Partner
  • PQ LLC
  • Clarksville, IN
  • Position Title: EHS Partner Type: Full Time Location: Jeffersonville Scope of work: Jeffersonville, Surrey, and Whitecou...
  • 4/22/2024 12:00:00 AM

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Program Manager (Electronic Monitoring, Courts) (EM)
  • SCRAM Systems
  • Eastwood, KY
  • Job Description MUST HAVE A VALID DRIVERS LICENSE Requires travel to state offices around Louisville, KY The Program Man...
  • 4/22/2024 12:00:00 AM

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Program Manager (Electronic Monitoring, Courts) (EM)
  • Scram Systems
  • Eastwood, KY
  • Job Description Job Description MUST HAVE A VALID DRIVERS LICENSERequires travel to state offices around Louisville, KYT...
  • 4/22/2024 12:00:00 AM

Louisville and Jefferson County have a combined area of 397.68 square miles (1,030.0 km2), of which 380.46 square miles (985.4 km2) is land and 17.23 square miles (44.6 km2) (4.33%) is covered by water. Louisville is southeasterly situated along the border between Kentucky and Indiana, the Ohio River, in north-central Kentucky at the Falls of the Ohio. Although situated in a Southern state, Louisville is influenced by both Southern and Midwestern culture. It is sometimes referred to as either one of the northernmost Southern cities or as one of the southernmost Northern cities in the United St...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Director jobs
$123,969 to $184,377
Louisville, Kentucky area prices
were up 1.2% from a year ago

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