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)
Looking for an Estate Planning Attorney in Chicago, IL!
Are you an experienced Estate Planning Attorney looking to thrive in a dynamic legal environment? An established law firm is seeking a talented individual to join their team.
They are a reputable law firm dedicated to providing exceptional legal services in estate planning. The team values innovation and a collaborative work culture.
Position: Estate Planning Attorney
Location: Wheaton, IL
You are a perfect fit if you have:
They are offering:
If you're passionate and seek to make a meaningful impact, we'd love to hear from you! Please apply or reach out to me directly with your updated resume at
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0 Estate Planning Director jobs found in Chicago, IL area