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)
Company Overview:
At Carson Law, we pride ourselves on our people and the inclusive culture we've fostered. Our attorneys and professional staff embody a true sense of partnership, which has been integral to our success since our founding. We believe in relentless pursuit of excellence, collaborating across practices and offices, and leveraging diverse expertise. This approach, known as the Carson way, is why our team members enjoy working with us and with each other.
Experienced Attorneys play a pivotal role in shaping our culture here at Carson Law. Their wealth of experience assists us in honing our skills and expertise, while also contributing to our ongoing commitment to our clients. By joining us, experienced attorneys have the opportunity to make a positive impact on our communities while further developing their legal careers.
Position Overview:
We are seeking a highly skilled and motivated Estate Planning and Administration Attorney to join our growing team. The ideal candidate will possess substantial expertise in estate planning and administration matters, with a focus on providing comprehensive legal counsel to clients in managing their estates. This individual should demonstrate exceptional analytical abilities, meticulous attention to detail, and adeptness in managing various legal projects effectively.
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How to Apply:
Please submit a resume, cover letter, and any relevant writing samples to dale@carsonllp.com or at www.carsonllp.com. In your cover letter, please highlight your experience in estate planning and administration and explain why you are interested in joining our firm.
Job Type: Full-time
Pay: $112,500.00 - $150,000.00 per year
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Work Location: In person
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