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)
At Windermere Real Estate, we believe that being a Real Estate Broker is more than just a job, it's a true calling. We strive to go above and beyond for our clients and communities, because we are committed to elevating and humanizing the real estate experience every day. We are relationship heroes.
Join our friendly team at the Windermere Real Estate office in your area as a Real Estate Broker. In this role, you will serve as an intermediary between sellers and buyers, providing guidance and assistance throughout the real estate transaction process. This is an exciting opportunity for anyone looking to grow their career in the real estate industry.
After submitting your application, you will receive a Quick Assessment via email. Once completed, we will be in contact with you. Please refrain from reaching out to the office directly. #LI-Hybrid
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0 Estate Planning Director jobs found in Bremerton, WA area