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)
Our Firm is seeking an Estate Planning Attorney for the North Palm Beach office. Our Firm commenced in 1990 and we specialize in Residential/Commercial Real Estate, Business Law, Land Use Law, Commercial Litigation, Trust and Estates and General Litigation. The ideal candidate will have a minimum of five (5) years of experience and a strong desire to service clients in need of Estate Planning. Candidates must have a minimum of five years of experience, a Juris Doctor degree from an accredited law school and be licensed to practice law in Florida. Candidates must have excellent written and verbal communication skills, analytical skills and be detail oriented.
Responsibilities:
The Firm offers market compensation and exceptional benefits, including Medical Insurance provided by the Firm. The Firm also has a 401k plan.
If you are interested in a position as an associate attorney, paralegal, secretary or other staff position, please contact:
Janet McLean
Office Manager / Recruiting Contact
Cohen Norris Wolmer Ray Telepman Berkowitz & Cohen
712 U.S. Highway One, Suite 400
North Palm Beach, FL 33408
561-844-3600 phone
561-842-0781 fax
jm@cohennorris.com
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