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)
Position Overview: We are seeking a friendly, organized, and professional Front Desk Client Coordinator to join our estate planning law firm. The ideal candidate will be the first point of contact for clients, providing exceptional customer service and administrative support to ensure a seamless client experience. The ideal candidate will have excellent communication skills, have an interest in law, marketing/sales and enjoy people.
Responsibilities:
Qualifications:
Benefits:
Competitive salary.
SIMPLE IRA option
Collaborative and inclusive work environment.
Great Downtown Camden Location with Office Dog.
Please submit your resume and cover letter.
Job Type: Full-time
Pay: From $42,450.20 per year
Benefits:
Schedule:
Ability to Relocate:
Work Location: In person
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