Estate Planning Director jobs in Ann Arbor, MI
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)
Recently Added Estate Planning Director jobs
- Estate Preservation Agency, INC.
-
Brighton, MI
FULL_TIME
-
About the Opportunity:
Franchise-like opportunity with entry-level capability through offering expert mentoring and training from seasoned agents.
Are you passionate about helping people secure their estates and achieve comprehensive retirement planning? Join our team as an Estate Preservation and Retirement Planning Consultant. This independent position offers a "Franchise-Like" opportunity, backed by corporate support from Estate Preservation Agency. With a potential client pool of more than 2 million Michiganders, and 1000’s more being added each month, it's the perfect timing to embark on a highly rewarding career.
Responsibilities:
- Establish long-lasting relationships with clients by providing expert advice on complete retirement planning.
- Utilize Medicare as a strategic tool to build a client base.
- Make substantial initial and renewal commissions.
- Service the community through face-to-face interactions.
- Control your schedule and earnings as you build your practice with the support of our mentorship program.
Qualifications:
- Sales experience preferred (1 year minimum).
- Ability to obtain required license and certification.
- Strong desire to help people secure their estates and plan for retirement.
Advantages of Joining:
- Access to comprehensive, ongoing training and joint sales call support.
- Use of highly recognizable insurance products.
- Success-based compensation with annual growth.
- Free Direct Mail Response Leads.
- Marketing & Administrative Support.
- Recruiting Incentives.
- Comprehensive Career Development.
- Contests & Incentives.
- Career Advancement Opportunities.
- Performance Rewards.
- Client Relationship Protection.
How to Apply:
To see if you qualify and discuss licensing and certification requirements, please contact us today! Don't miss this "Franchise-Like" opportunity to start your training for a rewarding career in Estate Preservation and Retirement Planning.
Note: Consideration will be given on a case-by-case basis for covering startup costs while building your own insurance career.
Join us and be in control of your career with no ceilings to break through and no set schedule. Your effort and ability determine your success. Apply now!--
Job Type: Full-time
Pay: $80,000.00 - $120,000.00 per year
Benefits:
- Professional development assistance
- Referral program
- Tuition reimbursement
Schedule:
- 8 hour shift
- Choose your own hours
- Monday to Friday
Supplemental pay types:
- Bonus opportunities
- Commission pay
Work Location: Hybrid remote in Brighton, MI 48116
- 22 Days Ago
- Law Office of Julie A. Paquette, PLC
-
South Lyon, MI
FULL_TIME
- Are you an attorney looking to explore your legal career and take it to the next level while working with a team of experienced professionals? If yes, our estate planning and probate law firm is the p...
- 2 Months Ago
- Magnetic Products (MPI)
-
Highland, MI
FULL_TIME
- At Magnetic Products, Inc. (MPI), we're shaping the future of our industry with revolutionary products and services, making our industry safer and automated. We manufacture magnetic equipment that rem...
- 2 Months Ago
- C&M Legal Search, LLC
-
Ann Arbor, MI
FULL_TIME
- Taxation/Estate Planning Associate (Ann Arbor) Our client seeks an associate with 4-6 years of tax, estate planning, and administration experience for the Ann Arbor office. The ideal candidate will ha...
- 2 Days Ago
- Cornerstone Real Estate
-
Saline, MI
FULL_TIME
- About us Our mission is to redefine the real estate experience by delivering unparalleled quality service to our clients while upholding a higher standard for our company, employees, and agents. Roote...
- 22 Days Ago
- Terri Lloyd & Co Real Estate
-
Brighton, MI
FULL_TIME
- New Agent Training Program Starting on September 5th! Full-Time Real Estate Sales Agent Partner We are a technology-driven real estate company with an aggressive internet lead generation system and we...
- 2 Days Ago
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0 Estate Planning Director jobs found in Ann Arbor, MI area
- Skymint Cannabis
-
Ann Arbor, MI
- POSITION SUMMARY Finance is infused into every single aspect of our organization. But its not just about numbers, as par...
- 4/19/2024 12:00:00 AM
- Trinity Health - IHA
-
Ann Arbor, MI
- POSITION DESCRIPTION: The Quality and Population Health Project Manager I provides project management within the Quality...
- 4/19/2024 12:00:00 AM
- University Of Michigan
-
Ann Arbor, MI
- How to Apply A cover letter is required for consideration for this position and should be attached as the first page of ...
- 4/19/2024 12:00:00 AM
- AEG
-
Detroit, MI
- Job Summary: Ilitch Sports + Entertainment is looking for the Director of Motion Graphics & 3D Animation to join our in-...
- 4/18/2024 12:00:00 AM
- City of Ypsilanti
-
Ypsilanti, MI
- GENERAL SUMMARY Under the general supervision of the Community Services Director acts as the City's Building Official, p...
- 4/18/2024 12:00:00 AM
- Zomedica
-
Ann Arbor, MI
- Do you thrive in an entrepreneurial, fast-paced environment? Are you ready to utilize your skills and expertise to contr...
- 4/17/2024 12:00:00 AM
- RC SPECIALTIES INC
-
Whitmore Lake, MI
- Job Description Job Description Trace Medical is a leading nationwide provider of equipment rental services to home care...
- 4/16/2024 12:00:00 AM
- Michigan State University
-
East Lansing, MI
- Co-Director-Management Job no: 914278 Work type: Faculty/Academic Staff Major Administrative Unit / College: College Of ...
- 4/15/2024 12:00:00 AM
About Ann Arbor, Michigan
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