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)
McColly Real Estate, the largest independent residential real estate company in Northwest Indiana, Chicago Southland and Central Illinois, with 21 offices is seeking motivated individuals who have a desire to be successful in real estate.
Don’t have your license? At McColly Real Estate, we offer live and online pre-licensing courses through the McColly School of Real Estate. Please apply for more information.
Already have your license? Please apply for a confidential meeting with a member of our Career Development Team. You will learn about our infrastructure and how it can assist in the development of your business.
McColly offers:
Real Estate Brokers are compensated for each transaction they complete. As you complete more transactions, you earn more income.
Regulatory Notice: While a real estate license is not required to apply, you must obtain a real estate license before officially being hired. To learn more about the real estate licensing process, apply now and our Career Development Team will provide additional details.
Job Type: Full-time
Pay: $40,000.00 - $150,000.00 per year
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Work Location: Multiple locations
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