Estate Planning Director jobs in Santa Rosa, CA

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 Sales Professional
  • Prosper Real Estate
  • Santa Rosa, CA FULL_TIME
  • Our market is rapidly expanding!

    Our office has more leads than we can handle (our current agents literally can't keep up)!

    We are a technology-driven real estate company with an aggressive internet lead generation system and we are one of the fastest growing real estate companies in America.

    WHAT KIND OF PERSON ARE YOU?

    • Are you a self-starter who wants to build a career... and not just get a job? We’re looking for ambitious, self-motivated individuals for rewarding full-time sales positions!
    • Do you have an enthusiastic personality and enjoy helping people? If you like people, you will love this career!
    • Are you a team player who thrives working with a tight knit company where their activities directly affect the bottom line? Successful candidates will display drive, plus have a high level of energy, schedule flexibility, and an insatiable desire for success!

    WE PROVIDE...

    • LEADS... lots of leads
    • First-class marketing materials and sales support
    • Extensive back-office paperwork support
    • A proven training/tutoring program
    • Advanced mentoring on a weekly basis
    • A respected, highly reputable team of motivated (and highly paid) individuals

    If this sounds like a great fit, apply today!

    Find out more about us at www.joinprosperrealestate.com

    Compensation:

    $60,000 - $250,000 at plan yearly

    Responsibilities:
    • Consult with buyer and seller clients to hone in their home wants and needs and close the deal
    • Consistently reach out and follow-up with leads to grow sales opportunities
    • Create written purchase offers for buyer clients to create a quick and easy closing process
    • Nurture relationships that connect with our clients to generate more sales
    • Rigorously prospect for new business by following up with leads in your pipeline to ensure sales growth
    Qualifications:
    • Technology driven
    • Driven, self-motivated and desires professional growth
    • Past sales experience is preferred
    • Excellent communication, negotiation and networking skills
    • Top-notch time management skills and highly organized
    About Company


    We are the #1 Five Star Zillow reviewed Broker in Sonoma County and continue to expand our presence. We sell around 120 homes a year and continue to grow. We are located in downtown Santa Rosa. We are a small team of positive, driven, and energetic individuals in need of some help!


    Learn more about what being a team member at Prosper Real Estate is like at:
    https://joinprosperrealestate.com/

  • 7 Days Ago

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Real Estate Administrative Assistant
  • Sullivan Group Real Estate
  • Santa Rosa, CA FULL_TIME
  • We are hiring for an administrative assistant who genuinely desires to help others, takes pride in the quality of work, and also has the ability to multi-task and solve problems. The right candidate w...
  • 17 Days Ago

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Real Estate Showing Assistant
  • Drew Nicoll Real Estate Team Exp Realty
  • Ukiah, CA FULL_TIME
  • Love Real Estate and love the money but have trouble getting clients? Work for our top producing agents who will give you the leads and all you have to do is convert and close. We are looking for an e...
  • 24 Days Ago

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Real Estate Buyers Salesperson
  • Drew Nicoll Real Estate Team Exp Realty
  • Sebastopol, CA FULL_TIME
  • We’re searching for an ambitious, professional real estate sales buyer’s agent for an exciting opportunity with our team. You’ll be responsible for generating leads, working with prospective homebuyer...
  • 25 Days Ago

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Real Estate Acquisitions Manager
  • Drew Nicoll Real Estate Team Exp Realty
  • Windsor, CA FULL_TIME
  • We are a high-performance real estate team on the lookout for a full-time real estate acquisitions specialist. You’ll hunt, prepare, and close deals, and ensure each transaction is smooth and successf...
  • 1 Day Ago

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Care aide needed for
  • Care Planning Institute, Inc
  • Monte Rio, CA 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

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0 Estate Planning Director jobs found in Santa Rosa, CA area

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Senior Technical Lead - Design - Electrical Utilities
  • Entrust Solutions Group
  • Santa Rosa, CA
  • What You'll Do: Serve as the engineering support technical advisor to the Director Lead all design, drafting and support...
  • 3/28/2024 12:00:00 AM

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Executive Director
  • CVNL
  • Healdsburg, CA
  • Job Description ORGANIZATION OVERVIEW: "Our mission is to build a compassionate and just community by empowering and dig...
  • 3/28/2024 12:00:00 AM

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Head of Spiritual Life
  • Enso Village
  • Healdsburg, CA
  • About Enso Village Enso Village is a Zen-inspired community with a focus on mindful aging, the joys of nature, sustainab...
  • 3/28/2024 12:00:00 AM

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Director of Development
  • SHE-CAN
  • Mill Valley, CA
  • Director of Development Mill Valley, CA, USA Exempt Full-Time/Onsite SHE-CAN (Supporting Her Education Changes A Nation)...
  • 3/28/2024 12:00:00 AM

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Dietary Director
  • Crestwood Behavioral Health
  • Angwin, CA
  • Job Description Job Description Are you looking for a meaningful role in behavioral health and have the desire to work w...
  • 3/27/2024 12:00:00 AM

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Development Director - 2023
  • SHE-CAN
  • Mill Valley, CA
  • SHE-CAN is a Mill Valley based, 12-year-old non-profit that is on a swift growth trajectory. We are poised to expand sig...
  • 3/27/2024 12:00:00 AM

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Executive Director
  • Farm To Pantry
  • Healdsburg, CA
  • The Center for Volunteer and Nonprofit Leadership (CVNL) has been retained to support and manage this executive search. ...
  • 3/25/2024 12:00:00 AM

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Home Health Executive Director - RN Registered Nurse
  • Careerbuilder
  • Petaluma, CA
  • Overview: Why Youll Love Being an Home Health Executive Director RN/Registered Nurse at AccentCare Do you take great pri...
  • 3/25/2024 12:00:00 AM

According to the United States Census Bureau, the city has a total area of 41.50 sq mi (107.5 km2), of which 41.29 sq mi (106.9 km2) is land and 0.205 sq mi (0.5 km2) (0.49%) is water. The city is part of the North Bay region, which includes such cities as Petaluma, Rohnert Park, Windsor, and smaller cities as Sonoma, Healdsburg, Sebastopol. It lies along the US Route 101 corridor, approximately 55 miles (89 km) north of San Francisco, via the Golden Gate Bridge. Santa Rosa lies on the Santa Rosa Plain. The city's eastern extremities stretch into the Valley of the Moon, and the Sonoma Creek wa...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Director jobs
$143,025 to $212,716
Santa Rosa, California area prices
were up 2.5% from a year ago

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