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)
Seize the chance to work alongside and absorb knowledge from the top 20% of real estate experts in North America. Our organization offers established models, systems, tools, coaching, and training, complemented by a robust accountability framework that paves the way for success. Beyond providing an expansive trajectory for your career development, we offer enticing incentives such as revenue sharing, health benefits, growth share, vesting options, and investment opportunities. We are on the lookout for agents with ambitious goals, who are eager for a nurturing environment that offers ample growth opportunities and the chance to make a significant impact on the lives of buyers and sellers.
You are an intrinsically motivated sales professional with a competitive spirit. You are excellent at building rapport, listening to the needs of others and identifying solutions. Prospecting and lead generation are your strength zones. Overcoming objections comes naturally. You are a strong communicator and committed to service.
Heather Upton is the Founder and CEO of The Real Estate Pros. As a residential real estate expert, she and her team have helped hundreds of families and professionals buy and sell property in the Metro Indy area.
Over the last 20 years, Heather has honed her craft to provide seamless experiences for her clients while developing strategic business models to better support her agents. She is truly passionate about empowering others and works towards that goal every day by sharing her skills, insight, and experience.
We are powered by PLACE, a broker-agnostic business services and technology platform transforming the industry for top agents and their customers. Join and gain in-house marketing and design services, daily live professional development opportunities, superior technology that eliminates up to 75% of daily tasks, and more. We invest in your future by providing opportunities for personal and professional growth, so you can dream bigger while gaining exponential leverage and success within our powered by PLACE team.
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