Estate Planning Director jobs in South Bend, 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
Director of Construction
- Cressy Commercial Real Estate
-
Mishawaka, IN
FULL_TIME
-
About Cressy Commercial
Cressy Commercial Real Estate is a leading regional commercial brokerage, property management, and construction company that invests in the communities we live, work, and play in. We are a company rich in history, with a team of over 100 professionals. We provide services throughout Indiana, Southwestern Michigan, and beyond.
What makes our company different? WE CARE – about our team, our communities, and our clients.
About the role
The Director of Construction plays a critical role in managing and setting high standards for their team. They will contribute to strategic decision-making processes, offering valuable insights and expertise to help shape the organization's construction roadmap and long-term vision.A primary aspect of this role involves actively engaging with both existing and potential clients to cultivate strong relationships and promote the organization's construction services. By effectively communicating the value proposition and unique capabilities of the company, the Director will contribute to expanding the client base and fostering long-term partnerships. These interactions will require exceptional interpersonal skills, as well as a deep understanding of the construction industry and market trends.The Director of Construction will also be responsible for driving continuous improvement initiatives and implementing best practices to optimize construction processes, enhance efficiency, and maximize resource utilization. This includes actively monitoring project progress, analyzing data, and providing insightful recommendations to senior management regarding potential areas for improvement or cost-saving measures.
What you'll doThis position will be responsible for the following essential duties and functions.- Provide technical support to project managers
- HR responsibilities for construction team (12 staff)
- Eliminating and assisting in setting schedules
- Business development and client retention
- Review of weekly and monthly reports on status and progress of contracts, including project costs and potential challenges
- Report to CEO and other stakeholders the status of projects
- Attend client meetings, as needed
Qualifications
This position requires the following skills and qualifications.- Bachelor's Degree in construction management, architecture or other related discipline
- Five (5) or more years of project management and estimating experience working in the construction industry, required
- Experience with large commercial sites, such as manufacturing facilities and other industrial construction
- Ability to read, understand and interpret contract documents, drawings, specifications, scopes of work and project schedules
- Knowledge of construction technology including Procore, scheduling software and tracking job progress
- Proficient with Microsoft Excel and Word
- Leadership ability with an organized, proactive and results oriented management style
- Strong communicator at all levels across the organization and with clients and subcontractors
- Problem solver who takes ownership of solutions for field staff and subcontractors
- Safety excellence, fostering a great safety culture with OSHA 30 training preferred
We reward talent. Our benefit package includes health, vision, dental, 401k, group life insurance and a variety of supplemental insurance options, in addition to vacation and holiday pay. We are committed to rewarding our colleagues with competitive salaries, recognition programs and career-developing opportunities. We provide mentoring, feedback and give credit where credit is due. - 1 Month Ago
Commercial Maintenance Technician
- Cressy Commercial Real Estate
-
Mishawaka, IN
FULL_TIME
- About Cressy Commercial Our company is a leading facilities management company, that invests in the communities that we live and work in. With a team of more than 45 skilled management professionals w...
- 19 Days Ago
Social Service Coordinator (Part Time)
- Evergreen Real Estate Group
-
Mishawaka, IN
PART_TIME
- Summary: This position is primarily responsible for coordinating home and community based services to individuals and families within agency policies, coordinates social programming for the property, ...
- Just Posted
Social Service Coordinator (PT)
- Evergreen Real Estate Group
-
Mishawaka, IN
PART_TIME
- Evergreen Real Estate Group is seeking a (Part-Time) Social Services Coordinator at Parkview Terrace in Mishawaka, IN! SUMMARY This position is primarily responsible for coordinating home and communit...
- 12 Days Ago
Maintenance I
- Evergreen Real Estate Group
-
Mishawaka, IN
FULL_TIME
- Evergreen is looking for a Maintenance I at Parkview Terrace. This position is primarily responsible for assisting the Property Manager and/or the Maintenance Supervisor/III in the maintaining the phy...
- 27 Days Ago
Commercial Property Accountant
- Cressy Commercial Real Estate
-
Mishawaka, IN
FULL_TIME
- About Cressy CommercialCressy Commercial Real Estate is a leading regional commercial brokerage, property management, and construction company that invests in the communities we live, work, and play i...
- 1 Month Ago
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0 Estate Planning Director jobs found in South Bend, IN area
Chef's Assistant
- YWCA North Central Indiana
-
South Bend, IN
- Job Description Job Description General Description Assists Director of Food Services/Sous Chef with planning menus, pur...
- 4/26/2024 12:00:00 AM
Operations Manager
- Dayton Freight
-
Elkhart, IN
- Overview: Stable and growing organization Competitive weekly pay Quick advancement Professional, positive and people-cen...
- 4/26/2024 12:00:00 AM
Assistant Director of Operations
- Levy Restaurants
-
Notre Dame, IN
- ~ Notre Dame Stadium is an outdoor football stadium in Notre Dame, Indiana, the home field of the Notre Dame Fighting Ir...
- 4/25/2024 12:00:00 AM
Counselor, Day Camp-School's Day Out - MC
- La Porte County Family YMCA
-
Michigan City, IN
- Job Description Job Description POSITION SUMMARY: Provide direct supervision of children attending camp, while ensuring ...
- 4/24/2024 12:00:00 AM
Chief Financial Officer
- Creative Financial Staffing
-
Elkhart, IN
- Chief Financial OfficerAbout the Company and Opportunity:CFS is working with a wonderful organization to identify a dyna...
- 4/23/2024 12:00:00 AM
Assistant Director of Operations
- Levy Restaurants
-
Notre Dame, IN
- ~ Notre Dame Stadium is an outdoor football stadium in Notre Dame, Indiana, the home field of the Notre Dame Fighting Ir...
- 4/22/2024 12:00:00 AM
Director, Technical Program Management - Card Data Tech
- Capital One
-
South Bend, IN
- Center 1 (19052), United States of America, McLean, Virginia Director, Technical Program Management - Card Data Tech Abo...
- 4/22/2024 12:00:00 AM
Director of Social Work
- The Laurels of Goshen
-
Goshen, IN
- Are you a social worker dedicated to improving the lives of seniors? As a social worker at The Laurels of Goshen, you wi...
- 4/22/2024 12:00:00 AM
About South Bend, Indiana
South Bend is a city in and the county seat of St. Joseph County, Indiana, United States, on the St. Joseph River near its southernmost bend, from which it derives its name. As of the 2010 census, the city had a total of 101,168 residents; its Metropolitan Statistical Area had a population of 318,586 and Combined Statistical Area of 721,296. It is the fourth-largest city in Indiana, serving as the economic and cultural hub of Northern Indiana. The highly ranked University of Notre Dame is located just to the north in unincorporated Notre Dame, Indiana and is an integral contributor to the reg...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Director jobs
$121,764 to $181,098
South Bend, 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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