Estate Planning Director jobs in Caldwell, ID

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)

F
Development Director
  • Finding 43 Real Estate
  • Boise, ID FULL_TIME
  • Director of Agent Development!

    Come Join Our Growing Company!

    Job Summary

    The Director of Agent Development will oversee the initial onboarding/training and the continual business development of real estate agents at Finding 43 Real Estate. This position is full time.

    Supervisory Responsibilities

    • Supervise agents to make sure they conduct business appropriately, meet company performance standards, and follow their business plan.
    • May handle or assist with discipline and termination of agents in accordance with company policy.
    • Listen and review office Zillow calls with Zillow agents.

    Essential Duties and Responsibilities

    • Help train new agents on Finding 43 Real Estate, Zillow and CRM computer systems
    • Assist in creating business plans with agents and provide continued support, encouragement and accountability.
    • Assist in the recruitment, interviewing and retention of agents.
    • Provided continuing education classes within the office. (CE credits with IREC are not required for these classes)
    • Planning and attending office events such as Holiday Parties, Team Social Gatherings, Team Charity Events.
    • Assist in creating a culture of excellence and positive morale.
    • Help agents produce social media. Put together marketing materials as directed.
    • Schedule team appointments, events, and travel
    • Assist realtors when needed
    • Help agents write offers, compile listing paperwork and help them review for compliance.

    Job Type: Full-time

    Pay: $45,000.00 - $50,000.00 per year

    Benefits:

    • Paid time off

    Schedule:

    • 8 hour shift
    • Day shift
    • Monday to Friday

    Ability to Relocate:

    • Boise, ID 83704: Relocate before starting work (Required)

    Work Location: In person

  • 4 Days Ago

S
Senior Director, Gift Planning
  • St Lukes Health System (Boise ID)
  • Boise, ID FULL_TIME
  • Category Professional Work Unit Administration Treasure Valley Foundation Position Type Full-Time Work Schedule DAY Requisition ID 2023-82210 Default: Location : Location US-ID-Boise Work Location : N...
  • 3 Days Ago

S
Inventory, Demand Planning and Forecasting Director
  • St. Luke's Health System
  • Meridian, ID FULL_TIME
  • Overview St. Luke’s Health System in Meridian, ID is seeking a Inventory, Demand Planning and Forecasting Director to join our Supply Chain team. Unit/Position Summary: The Inventory, Demand Planning ...
  • 21 Days Ago

W
Real Estate Associate
  • Windermere Real Estate
  • Caldwell, ID FULL_TIME
  • At Windermere Real Estate, we're more than just a company - we're a community. We're passionate about going above and beyond to provide exceptional service to our clients and make a positive impact in...
  • 19 Days Ago

W
Real Estate Sales Professional
  • Windermere Real Estate
  • Boise, ID FULL_TIME
  • Welcome to Windermere Real Estate, where being a real estate agent is more than just a job - it's a true calling. We believe in going above and beyond for our clients and communities, and our goal is ...
  • 19 Days Ago

H
Real Estate Salesperson
  • Hughes Real Estate Group
  • Eagle, ID FULL_TIME
  • Are you a self-starter with the desire to make a better income? Do you love helping others and thrive on making their home vision a reality? If you answered yes to these questions, then we’ve got a ca...
  • 2 Days Ago

Filters

Clear All

  • Filter Jobs by companies
  • More

0 Estate Planning Director jobs found in Caldwell, ID area

A
Emergency Management Training, Exercise, & Education Coordinator
  • Ada County
  • Boise, ID
  • Emergency Management Training, Exercise, & Education Coordinator Print (https://www.governmentjobs.com/careers/adacounty...
  • 3/29/2024 12:00:00 AM

C
Associate Director, Strategic Relationships (Remote) - CERENOVUS
  • Careerbuilder
  • Boise, ID
  • J&J Family of Companies Associate Director, Strategic Relationships (Remote) - CERENOVUS Boise , Idaho Apply Now Associa...
  • 3/29/2024 12:00:00 AM

M
Director, DRAM Pathfinding
  • Micron Technology
  • Boise, ID
  • Our vision is to transform how the world uses information to enrich life for all. Micron Technology is a world leader in...
  • 3/28/2024 12:00:00 AM

P
Assistant General Manager - Airport Retail Multi Unit
  • Paradies Na
  • Boise, ID
  • ** Assistant General Manager - Airport Retail Multi Unit** **Job Category****:** Retail Management **Requisition Number*...
  • 3/28/2024 12:00:00 AM

E
Senior Director of Development Services
  • Ecruit
  • Nampa, ID
  • Overview Reference SDDS02 Salary $/annum Job Location - United StatesIdahoNampa Job Type Permanent Posted 19 March 2024 ...
  • 3/27/2024 12:00:00 AM

O
Program Manager
  • Office of the Secretary of the Interior
  • Boise, ID
  • Summary The Department of the Interior is devoted to protecting and preserving the natural resources of this great natio...
  • 3/26/2024 12:00:00 AM

C
Director, Specialty Clinical Solutions- REMOTE
  • Careerbuilder
  • Garden City, ID
  • Prime Therapeutics Director, Specialty Clinical Solutions- REMOTE Boise , Idaho Apply Now Our work matters. We help peop...
  • 3/25/2024 12:00:00 AM

C
Envista Director, EBS Commercial (Remote-Brea, CA)
  • Careerbuilder
  • Garden City, ID
  • Envista Holdings Corporation Envista Director, EBS Commercial (Remote-Brea, CA) Boise , Idaho Apply Now Reporting direct...
  • 3/25/2024 12:00:00 AM

Caldwell (locally /ˈkɑːlwɛl/) is a city in and the county seat of Canyon County, Idaho, United States. The population was 46,237 at the 2010 census. Caldwell is considered part of the Boise metropolitan area. Caldwell is the location of the College of Idaho and College of Western Idaho. Caldwell is located at 43°39′30″N 116°40′49″W / 43.65833°N 116.68028°W / 43.65833; -116.68028 (43.658239, -116.680390). According to the United States Census Bureau, the city has a total area of 22.11 square miles (57.26 km2), of which, 22.06 square miles (57.14 km2) is land and 0.05 square miles (0.13 km2)...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Director jobs
$119,093 to $177,123
Caldwell, Idaho area prices
were up 2.5% 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