Estate Planning Director jobs in Waterloo, IA

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 Assistant
  • Amy Wienands Real Estate
  • Waterloo, IA FULL_TIME
  • Company Overview:

    Amy Wienands Real Estate, brokered by eXp, is a dynamic and innovative real estate company dedicated to providing exceptional service to our clients in the Cedar Valley & surrounding areas. We pride ourselves on our commitment to service to our clients, excellence, integrity, and professionalism in all aspects of our business. We love to be Obsessively Working for You!

    Position Overview:

    Do you love real estate and want to see what it is like to work in this field? We are looking for a full-time Real Estate Assistant to join our team. This person is extremely client-focused, personable and creates opportunities for our agent sales team by showing properties and having diligent communication with our database of leads. This individual is a quick learner that is organized, reliable and hardworking with great communication skills. They are service driven with a positive attitude, and able to offer over-the-top customer service in every task performed. If you're a social "people-person" with an ambitious, vibrant, and positive personality who is responsible and professional, we're interested in speaking with you!

    Responsibilities:

    • This role revolves 100% around service – your main job is to grow relationships between our team and clients.
    • Be knowledgeable and well versed in potential homes, and our local community to be able to answer questions from clients.
    • Assist agents with scheduling, coordinate property showings with clients, speak with clients over the phone with energy and positivity, and communicate with clients to understand their needs and preferences and provide personalized recommendations.
    • Conduct property showings independently, showcasing features and benefits to potential buyers.
    • Follow up with clients after showings to gather feedback and answer any questions.
    • Promptly return all client telephone calls, texts and emails to uphold our agency's standards of client service.
    • Collaborate with agents to identify and pursue opportunities for inside sales, including lead generation and conversion.
    • Maintain accurate records of showings, client interactions, and sales activities.
    • Assists in entering data and scripting into our CRM platforms.
    • Provide administrative support as needed, including managing paperwork, responding to inquiries, and maintaining databases.
    • Attend team meetings, training sessions, and other events to stay informed and contribute to the success of the team.
    • Create relationships and build rapport with new potential and past clients
    • Communicate with clients with a combination of phone calls, text messages and emails.
    • Effectively communicate as needed with ISA Team and agents
    • Additional duties as assigned

    Qualifications:

    • No Real Estate experience is required. But must obtain your Iowa Real Estate License for employment – we will show you how!
    • Must be a servant leader and 100% dedicated to excellent customer service to our clients and team
    • Must fit the Amy Wienands Real Estate core values and mission statement
    • Prompt & strong communication and interpersonal skills, with the ability to build rapport and establish trust with clients.
    • Excellent organizational and time management skills, with the ability to prioritize tasks and meet deadlines, with the ability to be coached & take and improve skills with feedback.
    • Techonologically proficient and able to learn new programs with ease
    • Self-motivated and proactive, with a strong desire to learn and grow in the real estate industry, with the ability to work with minimal supervision.
    • Professional in attitude and appearance
    • Can spend a lot of time driving, so a valid driver's license, reliable transportation, and clean driving record.

    Compensation Structure: Base Salary Bonuses

    If interested, please send your resume to recruiting@amywienands.com, or share this with anyone that you think would be a great fit!

    Amy Wienands Real Estate is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, gender expression, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations.

    Job Type: Full-time

    Pay: From $1,500.00 per month

    Benefits:

    • 401(k)
    • 401(k) matching
    • Flexible schedule
    • Health insurance
    • Paid time off
    • Professional development assistance
    • Retirement plan

    Experience level:

    • No experience needed

    Schedule:

    • 8 hour shift
    • Day shift
    • Evening shift
    • Monday to Friday
    • Night shift

    Ability to Relocate:

    • Waterloo, IA 50701: Relocate before starting work (Required)

    Work Location: In person

  • 20 Days Ago

A
Real Estate Agent
  • Amy Wienands Real Estate
  • Waterloo, IA FULL_TIME
  • Company Overview: Amy Wienands Real Estate, brokered by eXp, is a dynamic and innovative real estate company dedicated to providing exceptional service to our clients in the Cedar Valley & surrounding...
  • 20 Days Ago

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(SFTJD/223) Material Coordinator II - Material Planning and Control
  • Material Planning and Control - Staff Finders Technical
  • Waterloo, IA OTHER
  • Day-to-day - Create and edit manufacturing routings - Generate programs for laser operations - Review manufactured part prints - Check production inventory and forecasted inventories - Transfer stock ...
  • 4 Days Ago

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VP of Financial Planning and Analysis
  • VGM Group, Inc
  • Waterloo, IA FULL_TIME
  • VGM is seeking a VP of Financial Planning and Analysis (FP&A) to play a key role in VGM growth, profitability, and achievement of excellence. At VGM, we live by a common set of values that we call our...
  • 15 Days Ago

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Container Planning & Design Analyst | 39169
  • Cerebral Staffing, LLC
  • Water, IA FULL_TIME
  • Join Cerebral Staffing, LLC on site at our client John Deere in Waterloo, IA as a Container Planning & Design Analyst!Location: Waterloo, IADuration of Role: 3 yearsPay: $29.80 / hourlyHours: 7:00 AM ...
  • 1 Month Ago

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Material Coordinator II - Material Planning and Control
  • Staff Finders Technical
  • Waterloo, IA OTHER
  • Day-to-day - Create and edit manufacturing routings - Generate programs for laser operations - Review manufactured part prints - Check production inventory and forecasted inventories - Transfer stock ...
  • 26 Days Ago

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0 Estate Planning Director jobs found in Waterloo, IA area

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Part-Time Student-Engine Performance Analyst-Remote
  • John Deere
  • Waterloo, IA
  • There are over 7 billion people on this planet. And by 2050, there will be 2 billion more... many moving into urban cent...
  • 4/26/2024 12:00:00 AM

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Director of Athletic Development
  • Wartburg College
  • Waverly, IA
  • Function of Position: Responsible to the Vice President for Institutional Advancement, with additional supervision from ...
  • 4/25/2024 12:00:00 AM

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Data Collection & Grants Manager
  • University of Northern Iowa
  • Cedar Falls, IA
  • Data Collection & Grants Manager Geography This 75% position (with future potential for full time) will serve on a large...
  • 4/25/2024 12:00:00 AM

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Electromechanical Engineer
  • Crown Iron Works
  • Waterloo, IA
  • CPM Holdings, Inc. is a diversified and leading global supplier of process equipment and engineered technologies that su...
  • 4/24/2024 12:00:00 AM

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Director of Facilities
  • Hawkeye Community College
  • Waterloo, IA
  • Job Summary Do you enjoy tending to construction, overseeing building maintenance and various facility projects? Do you ...
  • 4/24/2024 12:00:00 AM

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Internal Revenue Agent (Senior Revenue Agent (Examiner) -12 MONTH ROSTER
  • Department Of The Treasury
  • Waterloo, IA
  • Duties WHAT IS THE SBSE - SMALL BUSINESS SELF EMPLOYED DIVISION? A description of the business units can be found at: ht...
  • 4/22/2024 12:00:00 AM

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Coach - Head Men's Bowling
  • Cedar Falls Community School District
  • Cedar Falls, IA
  • Persons employed to coach in the interscholastic athletic programs of the Cedar Falls Community School District shall re...
  • 4/22/2024 12:00:00 AM

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Director of Transportation
  • National Association of Development Organizations
  • Waterloo, IA
  • **Job Listing: Director of Transportation** > > Director of Transportation Iowa Northland Regional Council of Government...
  • 4/22/2024 12:00:00 AM

Waterloo is a city in and the county seat of Black Hawk County, Iowa, United States. As of the 2010 United States Census the population decreased by 0.5% to 68,406; the 2016 Census estimates the population at 67,934, making it the sixth-largest city in the state. The city is part of the Waterloo – Cedar Falls Metropolitan Statistical Area, and is the more populous of the two cities. According to the United States Census Bureau, the city has a total area of 63.23 square miles (163.76 km2), of which 61.39 square miles (159.00 km2) is land and 1.84 square miles (4.77 km2) is water. The average el...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Director jobs
$120,468 to $179,170
Waterloo, Iowa area prices
were up 0.8% from a year ago

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