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 looking for an office worker to join our team! We are a local real estate and property management company. You would be responsible for administrative tasks such as answering phones, monitoring emails, filing, using our booking software, providing support for the back of the house cabin business, and general customer service. You may also be expected to perform other miscellaneous office duties as assigned by your supervisor.
To be successful in this role, you should have excellent communication and organizational skills, as well as a friendly and professional attitude. You should also be able to work independently and as part of a team. You should have a high school diploma or equivalent, and some experience in office work is preferred. You must have a valid driver's license and your own reliable transportation.
We are looking for a person with availability on Fridays and Mondays 9a-5p and Saturdays and Sundays 10a-5p. The pay rate is $15 per hour. If you are interested in this opportunity, please send your resume to info.venturenre@gmail.com or bring it in our office at 57 W. Second Street, Logan, Ohio.
Job Types: Part-time, Contract
Pay: $15.00 per hour
Expected hours: 25 – 30 per week
Benefits:
Schedule:
Work Location: In person
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0 Estate Planning Director jobs found in Chillicothe, OH area