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)
Integrated Real Estate Group
Join our family-owned company with 20 years of expertise in property development, senior housing, multi-family projects, and construction. We prioritize quality, community, and excellence in all our endeavors. Be part of a team committed to building thriving spaces and enhancing lives. Apply now to contribute to our legacy of success and innovation.
Landing at Watermere Woodland Lakes / The Reserve at Woodland Lakes
Landing at Watermere Woodland Lakes is a brand-new resort-style assisted living community in the heart of Conroe, Texas.
The Reserve at Woodland Lakes is a brand new, luxury community designed for 55-plus active adults located in the heart of Conroe, TX.
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Porter / Groundskeeper - Full Time
The Porter / Groundskeeper is responsible for maintaining peak appearance of the property exterior at all times.
Specific duties include, but are not limited to.
Requirements:
Benefits (Full Time Employees Only):
Integrated Real Estate Group is an Equal Opportunity Employer.
Integrated Real Estate Group participates in e-verify for employment authorization verification.
0 Estate Planning Director jobs found in Altus, OK area