Estate Planning Director jobs in Indiana

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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Legal Intake Coordinator
  • Norton Estate Planning & Elder Law Firm, LLC
  • Indianapolis, IN FULL_TIME
  • Looking for a chance to join a close-knit, compassionate team of dedicated legal professionals?

    Our law firm is expanding and needs the help of an Intake Specialist to take our client relations to the next level and manage our growing caseload.

    Our ideal candidate is great on the phone, a naturally compassionate and empathetic listener, and has a dedication to customer service and a passion for helping those in need.

    You’ll have an opportunity to help a thriving law firm succeed and make a tangible difference in our clients’ lives every day. If this sounds like a job you’d love, apply now!

  • 22 Days Ago

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Administrative Professional
  • Randall & Bryant Estate Planning Law Firm
  • Indianapolis, IN FULL_TIME
  • We're searching for a diligent Office Assistant to provide administrative support. You’ll be responsible for implementing office standards to streamline our processes, scheduling appointments, prepari...
  • 5 Days Ago

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Executive Administrative Assistant
  • Norton Estate Planning & Elder Law Firm, LLC
  • Indianapolis, IN FULL_TIME
  • Are you an excellent planner and organizer? We’re hiring an executive assistant to provide administrative support to the team lead and help us achieve our organizational goals. Your role is key to ens...
  • 10 Days Ago

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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 ...
  • 4 Days Ago

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Director of Financial Planning & Analysis
  • EVERWOOD HOSPITALITY PARTNERS
  • Indianapolis, IN FULL_TIME
  • This role will be a key asset in the future growth of the company. This individual will be leading the FP&A Department and will be spear-heading the Company’s financial quarterly forecast, annual budg...
  • 22 Days Ago

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Director - Financial Planning & Analysis
  • Clean Energy & Infrastructure Services
  • Indianapolis, IN FULL_TIME
  • Director - Financial Planning & Analysis Job Locations US-IN-Indianapolis Requisition ID 2024-31316 # of Openings 1 Candidate Search Category (Portal Searching) Accounting/Finance Overview The Directo...
  • 1 Day Ago

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Director Demand Planning
  • Anastasia Beverly Hills
  • Beverly Hills, CA
  • The Demand Planning Director is responsible for maintaining 18 month rolling forecast by SKU for Domestic, International...
  • 3/29/2024 12:00:00 AM

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Director Demand Planning
  • Anastasia Beverly Hills
  • Los Angeles, CA
  • The Demand Planning Director is responsible for maintaining 18 month rolling forecast by SKU for Domestic, International...
  • 3/29/2024 12:00:00 AM

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Director of Planning
  • City of Cambridge
  • Cambridge, MD
  • Job Description Job Description POSITION DESCRIPTION The Director of Planning works under the direct supervision and rec...
  • 3/28/2024 12:00:00 AM

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Director of Planning and Analysis
  • Sunsweet Growers
  • Yuba City, CA
  • This role reports to Chief Financial Officer with a strong dotted line to the Vice President of Manufacturing. The succe...
  • 3/28/2024 12:00:00 AM

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Director of Planned Giving
  • Saint Peter's University
  • Jersey City, NJ
  • Job Title Director of Planned Giving Campus Jersey City Campus Department Advancement Full Time, Part Time, Adjunct Full...
  • 3/28/2024 12:00:00 AM

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Finance Planning Director
  • Armanino LLP
  • San Ramon, CA
  • At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in ...
  • 3/27/2024 12:00:00 AM

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Family Planning Director
  • Careerbuilder
  • Davis, CA
  • Family Planning Director Position Overview: The salary range for this position is $335,000-$400,000. This position inclu...
  • 3/26/2024 12:00:00 AM

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Director of Planning & Zoning
  • Kennett Township
  • Chadds Ford, PA
  • Are you looking for a job that allows you to be part of the community you work in and a vital tool to the department? Do...
  • 3/25/2024 12:00:00 AM

Indiana /ˌɪndiˈænə/ (listen) is a U.S. state located in the Midwestern and Great Lakes regions of North America. Indiana is the 38th largest by area and the 17th most populous of the 50 United States. Its capital and largest city is Indianapolis. Indiana was admitted to the United States as the 19th U.S. state on December 11, 1816. Indiana borders Lake Michigan to the northwest, Michigan to the north, Ohio to the east, Kentucky to the south and southeast, and Illinois to the west. Before becoming a territory, various indigenous peoples and Native Americans inhabited Indiana for thousands of ye...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Director jobs
$126,202 to $187,695

Estate Planning Director in Fort Smith, AR
The estate planning attorneys at Hanis Irvine Prothero can provide a full range of legal and financial tools for your estate planning requirements.
January 05, 2020
Estate Planning Director in Santa Barbara, CA
Estate Planning is more than just having a will, it is about planning for a good end of life.
January 31, 2020
Estate Planning Director in Newark, NJ
And on top of property-related considerations are other important estate-planning components, regardless of marital or parental status.
February 13, 2020