Estate Planning Director jobs in Toledo, OH

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)

I
Real estate showing
  • iLink Real Estate Co
  • Toledo, OH FULL_TIME
  • Our rapidly growing team is in search of a motivated real estate agent. You’ll hunt for leads, gather pertinent information for buyers and sellers, and add leads to the sales funnel.

    We are looking for someone who is results-oriented and has the ability to quickly connect and build rapport with people. Applicants should be experienced, driven sales professionals who want to take the next step in their careers. Apply now!

    Compensation :

    $75,000 Commission Based

    Responsibilities :

    • Gather information from prospective clients and qualify them prior to moving them forward in the sales pipeline so agents can provide an efficient sales process
    • 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
    • Put up-to-date information on clients into the database system so agents have the most accurate and current data
    • Develop new business opportunities within specific geographies to expand clientele
    • Give monthly and quarterly sales reports to the team to show progress toward company goals

    Qualifications :

    • Must have a valid Real Estate License
    • Applicants should have a high school diploma, bachelor’s degree desired
    • Real estate license or pursuing required
    • Valid U.S. driver’s license with the ability to travel by car
    • Must possess great communication and interpersonal skills
    • 1 year of real estate sales experience

    About Company

    iLink Real Estate Co. is a company that focuses on its people before anything else. Culture-focused, process-driven, and changing lives of those around us.

    Last updated : 2024-03-25

  • 14 Days Ago

I
Real Estate Showing Assistant
  • iLink Real Estate Co
  • Toledo, OH FULL_TIME
  • Our rapidly growing team is in search of a motivated real estate agent. You’ll hunt for leads, gather pertinent information for buyers and sellers, and add leads to the sales funnel. The leads you spe...
  • 21 Days Ago

K
Real Estate Salesperson/Realtor
  • Kerber Real Estate Co.
  • Perrysburg, OH INTERN,FULL_TIME,PART_TIME
  • Company Description Kerber Real Estate Co. is located in Perrysburg and Toledo Ohio and provides professional services for residential and commercial real estate in Perrysburg Ohio and the surrounding...
  • 1 Month Ago

P
Lead Financial Planner
  • Peak Retirement Planning, Inc.
  • Toledo, OH FULL_TIME
  • Lead Financial Planner We are a financial planning firm located in Columbus, Ohio and are currently adding another office in Toledo. We are seeking a lead advisor looking to bring on clients to the fi...
  • 1 Day Ago

S
Paint & Lining Supervisor
  • Succession Planning for Railroads Investing in the Next Generation (SPRING)
  • Maumee, OH FULL_TIME
  • Paint & Lining SupervisorSummary DescriptionDirectly supervise and coordinate the activities of employees in the paint and lining department. Duties and ResponsibilitiesManage daily operations within ...
  • 1 Month Ago

E
Maintenance II
  • Evergreen Real Estate Group
  • Toledo, OH FULL_TIME
  • Job description Evergreen is looking for a Maintenance II for Bryneport Apartments in Toledo, OH! This position is primarily responsible for assisting the Property Manager and/or the Maintenance Super...
  • Just Posted

Filters

Clear All

  • Filter Jobs by companies
  • More

0 Estate Planning Director jobs found in Toledo, OH area

C
Hospice RN Executive Director - $10K Sign-On Bonus
  • Curo Health Services
  • Maumee, OH
  • Our Company Heartland Hospice is a member of the Gentiva family - an industry leader in hospice, palliative, home health...
  • 4/24/2024 12:00:00 AM

A
Program Leader- Part-Time
  • AFTER-SCHOOL ALL-STARS OHIO
  • Toledo, OH
  • ASAS is currently seeking exceptional and engaging youth leaders to assist in providing leadership and support in academ...
  • 4/22/2024 12:00:00 AM

M
Wendy's Assistant General Manager - Laskey Road
  • Meritage Hospitality Group
  • Toledo, OH
  • Are you looking for a new challenge? Do you want to help lead a restaurant and have the opportunity to grow into running...
  • 4/21/2024 12:00:00 AM

T
Project Safety Manager - Toledo
  • Turner Construction Co
  • Toledo, OH
  • **Project Location(s):** Toledo, OH 43604 USA **Minimum Years Experience:** **Education:****Compensation:**Salaried Exem...
  • 4/21/2024 12:00:00 AM

T
Director of Financial Planning and Analysis
  • The University Of Toledo Foundation
  • Toledo, OH
  • PRIMARY RESPONSIBILITY: The Director of Financial Planning & Analysis will play a pivotal role in driving financial perf...
  • 4/21/2024 12:00:00 AM

T
Director of Financial Planning and Analysis
  • The University of Toledo Foundation
  • Toledo, OH
  • PRIMARY RESPONSIBILITY: The Director of Financial Planning & Analysis will play a pivotal role in driving financial perf...
  • 4/20/2024 12:00:00 AM

C
Project Coordinator
  • Custom Mechanical Systems Corp.
  • Maumee, OH
  • Job Type Full-time Description Project Coordinator Assist project managers or senior management in all aspects of the ex...
  • 4/20/2024 12:00:00 AM

H
Hospice RN Executive Director - $10K Sign-On Bonus
  • Heartland Hospice
  • Maumee, OH
  • Our Company: Heartland Hospice is a member of the Gentiva family - an industry leader in hospice, palliative, home healt...
  • 2/7/2024 12:00:00 AM

Toledo (/təˈliːdoʊ/) is a city in and the county seat of Lucas County, Ohio, United States. Toledo is in northwest Ohio, at the western end of Lake Erie bordering the state of Michigan. The city was founded in 1833 on the west bank of the Maumee River, and originally incorporated as part of Monroe County, Michigan Territory. It was re-founded in 1837, after conclusion of the Toledo War, when it was incorporated in Ohio. After the 1845 completion of the Miami and Erie Canal, Toledo grew quickly; it also benefited from its position on the railway line between New York City and Chicago. The first...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Director jobs
$125,266 to $186,306
Toledo, Ohio area prices
were up 1.3% from a year ago

Estate Planning Director in Richland, WA
They assist personal representatives, trustees, and beneficiaries with estate and trust administration and advise fiduciaries and beneficiaries in contested or potentially contested trust and estate matters.
February 17, 2020
Estate Planning Director in Spokane, WA
Here’s a closer look at each one of these estate planning blunders, most of which are easily avoided.
January 15, 2020
Estate Planning Director in Hialeah, FL
Some people assume that unless you have a sizeable estate, it’s not necessary to hire a lawyer to create a will.
January 04, 2020