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 in need of a real estate inside sales agent to join our growing team. You’ll be responsible for prospecting new leads, making cold calls, building relationships with potential clients, and improving our lead conversion rate. If you’re driven to achieve, love developing relationships with clients, and have a strong work ethic, start your application today!
We are a small boutique brokerage located in South Tyler. We pride ourselves on giving the best service to the public while taking top-notch care of our agents. We never have any monthly fees for agents and provide great splits.
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0 Estate Planning Director jobs found in Longview, TX area