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)
We are seeking a talented and experienced Marketing and Administrative Professional to join our dynamic team at Whitney Commercial Real Estate. In this position, you will be responsible for developing initiatives to promote our commercial real estate properties, attract potential clients, and drive business growth. You will also be expected to be flexible and have the ability to balance many administrative tasks. Your creative mindset, strong analytical skills, and deep understanding of the commercial real estate market will be instrumental in achieving our marketing and administrative objectives.
RESPONSIBILITIES
QUALIFICATIONS
Job Type: Full-time
Pay: $40,000.00 - $50,000.00 per year
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Schedule:
Ability to Relocate:
Work Location: In person
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0 Estate Planning Director jobs found in Asheville, NC area