Estate Planning Director jobs in Virginia Beach, VA

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
  • The Cahoon Real Estate Team
  • Virginia, VA FULL_TIME
  • The Cahoon Real Estate is searching for a Director of Operations who will provide top-notch client care support to team agents and clients throughout the real estate transaction. This person would also be a strategic partner to the team’s CEO as they grow the business.

    This position requires a well-organized individual who is extremely detail-oriented, committed to following the rules and following up while being able to think creatively and pivot quickly as the team grows. Depending on the number of files, your daily activities may be focused on ensuring all files have the necessary documentation, opening, and closing files, reviewing various systems to ensure all items are accounted for, tracking business metrics, and checking in with your team to make sure they are relaying pertinent information. In addition, you will be juggling additional responsibilities, including onboarding new agents, assisting with social media, organizing client events, preparing team meeting agendas, managing office inventory, and attending training and reviewing KW/Events resources to bring back to your team to implement.

    Cahoon Real Estate prides itself on hiring high-performing individuals.

    Who we are looking for:

    • Team Player– No one succeeds alone. As part of a larger team, each person is operating in their strength zone in order to achieve results for the clients, Agents, and the company. You are willing to collaborate, will go above and beyond to help out a co-worker or client, and you take responsibility for your mistakes.
    • Implementer- You are able to synthesize the needs of the team, with the vision of Headquarters, and take action on the most important items that will help the team grow. You are an accountable individual and own all administrative and operational items for your team. Ideas are nothing with implementation. You make things happen.
    • Juggler– While the most important 20% of your job will be Transaction Coordination (which involves compliance and repetition), you like to balance structured tasks with variety. You are able to switch between tasks quickly and juggle multiple competing priorities with ease - in fact, you thrive on it. You love having a lot of projects going on at once and always tie up loose ends. You do not get stressed out by a long to-do list, nor do you resist swift change.

    Compensation:

    • Salary Range: Pay: $40,000.00 - $50,000.00 per year
    • 401(k)
    • Dental Insurance
    • Flexible schedule
    • Health insurance
    • Paid time off
    • Vision insurance

    Compensation:

    $40,000 - $50,000 yearly

    Responsibilities:

    • Processing new listings - listing agreement to under contract
    • Process new transactions - under contract to close
    • Follow, execute, and optimize checklists, templates, and processes
    • Utilize, implement, and follow company systems and procedures
    • Coordinate appointments with third-party vendors (photography, home inspections, appraisals, etc.)
    • Provide high-level communication and client care to all parties involved
    • Compliance checks on all files
    • Process commission statements and manage team financial audits
    • Build relationships with the CEO and team agents
    • Participate in company initiatives, meetings, and masterminds

    Qualifications:

    • 2 years or more of customer service
    • Experience in real estate administration preferred
    • Real estate license preferred (not required)
    • Ability to obtain real estate license in 12 months after start date
    • Ability to work independently, as a team and juggle multiple projects simultaneously
    • Strong verbal and written communication skills

    Education/Certifications

    • High school diploma
    • Real estate license preferred

    Physical Requirements

    The physical demands described here are representative of those that must be met by a team member to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities as defined by the Americans with Disabilities Act as amended to perform essential functions.

    • Sitting
    • Keyboarding
    • Viewing computer monitor

    About Company


    The Cahoon Real Estate Team is an award-winning, top-producing team in southeastern Virginia specializing in Short Sales, Relocation, and Traditional Residential Real Estate sales. We love working with home buyers and sellers helping them achieve their dreams. Our true passion is finding people their dream homes!

  • 15 Days Ago

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Director of Discharge Planning/Social Services
  • Medical Facilities of America
  • Virginia, VA FULL_TIME
  • Virginia Beach Healthcare & Rehabilitation Center in Virginia Beach, Virginia is looking for an experienced Director of Discharge Planning and Social Services to help residents and families prepare fo...
  • 24 Days Ago

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Real Estate Sales Agent
  • Lonnie Bush Real Estate
  • Virginia, VA FULL_TIME
  • Are you a driven, ambitious individual ready to seize the incredible opportunities that the real estate industry offers? Look no further than Lonnie Bush Real Estate, where we empower motivated indivi...
  • 24 Days Ago

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Real Estate Agent
  • 1st Class Real Estate
  • Virginia, VA FULL_TIME
  • Company DescriptionChanging Lives and Selling a Few Homes Along the Way…Every day, our company will serve our sellers, buyers, and agents to have smooth, successful transactions and develop the career...
  • 1 Month Ago

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Real Estate Acquisitions Manager for Real Estate Investment Company
  • Diven Real Estate Group
  • Virginia, VA PART_TIME,FULL_TIME,INTERN
  • Diven Real Estate Group is hiring sales executives at our real estate investment firm. You’ll get 2 weeks of training with free leads provided for you each month to work for appointments and sales. Co...
  • 1 Month Ago

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Real Estate Buyer Sales Agent
  • Lonnie Bush Real Estate
  • Virginia, VA FULL_TIME
  • Embark on an Exciting Real Estate Journey with Us! Are you ready to turn your dream of a rewarding career in real estate into reality? Look no further than Lonnie Bush Real Estate, where we specialize...
  • 14 Days Ago

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0 Estate Planning Director jobs found in Virginia Beach, VA area

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Lead and Copper Regional Lead-Charlotte,NC
  • Black & Veatch
  • Virginia Beach, VA
  • **Lead and Copper Regional Lead-Charlotte,NC** Date: Mar 27, 2024 Location: Charlotte, TX, US US Company: Black & Veatch...
  • 4/24/2024 12:00:00 AM

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Senior Project Manager
  • Clark Nexsen
  • Virginia Beach, VA
  • A Senior Project Manager in the Federal Market Sector will be responsible for planning, coordinating, and managing activ...
  • 4/24/2024 12:00:00 AM

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Condition Assessment Leader - Pipeline Assessment & Renewal - Specialized Solutions (US Hybrid)
  • Black & Veatch
  • Virginia Beach, VA
  • **Condition Assessment Leader - Pipeline Assessment & Renewal - Specialized Solutions (US Hybrid)** Date: Apr 18, 2024 L...
  • 4/23/2024 12:00:00 AM

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Data Operations Manager
  • Chartway Credit Union
  • Virginia Beach, VA
  • Job Title: Data Operations Manager Job Type: Full-time Location: Virginia Beach, Virginia All of us at Chartway stand un...
  • 4/21/2024 12:00:00 AM

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Deputy Director - Navy, Marine Corps
  • ADS, Inc.
  • Virginia Beach, VA
  • ADS, Inc. began more than 20 years ago by outfitting Navy SEALS with quality dive equipment, and today we're proud to ma...
  • 4/21/2024 12:00:00 AM

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SUPERVISOR
  • Commander, Naval Information Warfare Systems Command (NAVWARSYSCOM)
  • Norfolk, VA
  • Summary This is a public notice flyer to notify interested applicants of anticipated vacancies. Applications will not be...
  • 4/21/2024 12:00:00 AM

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Community Life - Activity Director (Therapeutic Recreational Director)
  • Consulate Health Care
  • Norfolk, VA
  • Looking for qualified Community Life - Activity Director (Therapeutic Recreational Director) to join our team! We are se...
  • 4/21/2024 12:00:00 AM

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Director of Automotive and Heavy Vehicle Technology Programs
  • Advanced Technology Institute
  • Virginia Beach, VA
  • Overview: Advanced Technology Institute (ATI) is seeking a leader in the field of automotive and heavy vehicle maintenan...
  • 4/20/2024 12:00:00 AM

Virginia Beach is located at 36°51′02″N 75°58′40″W / 36.8506°N 75.9779°W / 36.8506; -75.9779 (Virginia Beach). According to the United States Census Bureau, the city has a total area of 497 square miles (1,290 km2), of which 249 square miles (640 km2) is land and 248 square miles (640 km2) (49.9%) is water. It is the largest city in Virginia by total area and third-largest city land area. The average elevation is 12 feet (3.7 m) above sea level. A major portion of the city drains to the Chesapeake Bay by way of the Lynnhaven River and its tributaries. The city is located at the southeaster...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Director jobs
$123,969 to $184,377
Virginia Beach, Virginia area prices
were up 1.2% from a year ago

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