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)
Matt Curtis Real Estate is seeking a detail-oriented, customer-focused indicidual to join our Closing Team as a Closing Coordinator. You will be responsible for expertly communicating with our clients during their home buying and selling process to make their experience seamless. At MCRE we know that Together Everyone Achieves More and we embrace this idea in our award-winning culture. You need to be professional, with superb organizational and communication skills.
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Job Type: Full-time
Pay: From $40,000.00 per year
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Work Location: Hybrid remote in Madison, AL
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0 Estate Planning Director jobs found in Huntsville, AL area