Estate Planning Director jobs in Macon, GA

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)

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Final Expense Sales Representative
  • National Financial Planning Group
  • Dublin, GA FULL_TIME
  • We are seeking a Final Expense Representative who is ready to help a thriving company continue to grow. We are looking for a hard-working, success and detail-oriented agent with positive energy, who possesses great people skills and desire to help others. If you are a driven individual that knows you’ve got room to grow and you’d like to see how far you can go in an organization that values doing things the right way, you might be a perfect fit.

    Responsibilities:

    • Provide strategic advice across a variety of insurance products and services
    • Help families by reviewing their final expense needs
    • Guide clients towards a profitable and secure financial decision
    • Cultivate client base and build win-win relationships
    • Comply with all industry rules and regulations

    We Offer:

    • Unlimited income potential
    • Qualified Lead program
    • Extraordinary Fortune 500 training by some of the leading agents in the industry
    • Competitive Commissions paid daily by submit; not by issue
    • Mentorship by Multimillionaires
    • Exotic Awards & Recognition Trips

    Qualifications:

    • 1-2 years experience in sales or the final expense market preferred
    • Current state life license at the time of hire (or the willingness to obtain one)
    • Track record of successful financial guidance
    • Strong work ethic and entrepreneurial spirit
    • Excellent communication, negotiation, sales and presentation skills
    • Reliable transportation
    • Bilingual agents are encouraged to apply

    Job Type: Full-time

    Benefits:

    • Health insurance

    Compensation package:

    • Bonus opportunities
    • Commission pay

    Schedule:

    • Monday to Friday

    Experience:

    • Sales: 1 year (Preferred)

    License/Certification:

    • Driver's License (Required)

    Ability to Relocate:

    • Dublin, GA: Relocate before starting work (Required)

    Work Location: In person

  • Just Posted

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Client Service Coordinator
  • Peachtree Planning Corporation
  • Eatonton, GA FULL_TIME
  • Peachtree Planning(PPC) is a financial planning and investment advisory firm headquartered in Atlanta, GA with multiple offices in GA, TN and AL. PPC was established in 1987 and has been named to the ...
  • Just Posted

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Final Expense Sales Representative
  • National Financial Planning Group
  • Milledgeville, GA FULL_TIME
  • We are seeking a Final Expense Representative who is ready to help a thriving company continue to grow. We are looking for a hard-working, success and detail-oriented agent with positive energy, who p...
  • 22 Days Ago

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Final Expense Sales Representative
  • National Financial Planning Group
  • Thomaston, GA FULL_TIME
  • We are seeking a Final Expense Representative who is ready to help a thriving company continue to grow. We are looking for a hard-working, success and detail-oriented agent with positive energy, who p...
  • 22 Days Ago

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Final Expense Sales Representative
  • National Financial Planning Group
  • Macon, GA FULL_TIME
  • We are seeking a Final Expense Representative who is ready to help a thriving company continue to grow. We are looking for a hard-working, success and detail-oriented agent with positive energy, who p...
  • 25 Days Ago

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Maintenance Supervisor
  • Carbon Real Estate Investments
  • Macon, GA FULL_TIME
  • Overview: We are seeking a skilled maintenance supervisor who will be responsible for all community maintenance operations, including service requests, preventative maintenance, personnel management, ...
  • 9 Days Ago

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0 Estate Planning Director jobs found in Macon, GA area

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Financial Analyst - Engineering
  • Talon Professional Services
  • Macon, GA
  • Title: Financial Analyst - Engineering Type: Direct Hire Location: Macon, GA JOB SUMMARY: Reporting to the Executive Dir...
  • 5/9/2024 12:00:00 AM

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Financial Analyst
  • Robert Half
  • Macon, GA
  • Reporting to the Executive Director, Financial Planning & Analysis, this role is responsible for supporting the plant op...
  • 5/9/2024 12:00:00 AM

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Major Gifts Regional Director
  • The Salvation Army
  • Macon, GA
  • Do you have 3-5 years’ experience related to outside territory sales, public relations, fundraising, philanthropy, alumn...
  • 5/9/2024 12:00:00 AM

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Assistant Director of Career Development
  • Wesleyan College
  • Macon, GA
  • Job Description Job Description Wesleyan College, a four-year national liberal arts college for women and gender minorit...
  • 5/8/2024 12:00:00 AM

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Director, Office of Research Support and Sponsored Programs
  • Fort Valley State University
  • Fort Valley, GA
  • JOB SUMMARY This position is responsible for directing the university's compliance related to federal and non-federal gr...
  • 5/8/2024 12:00:00 AM

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Nursing Instructor
  • Work For Warriors Georgia
  • Milledgeville, GA
  • Job Description Position Summary: Under general supervision, provides instruction to students in the classroom and clini...
  • 5/7/2024 12:00:00 AM

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Business Manager - FVSU Foundation
  • Fort Valley State University
  • Fort Valley, GA
  • JOB SUMMARY: The Business Manager for Fort Valley State University Office of University Advancement will be responsible ...
  • 5/7/2024 12:00:00 AM

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Hospice RN Executive Director
  • Regency SouthernCare Hospice
  • Macon, GA
  • Our Company: Regency SouthernCare, part of the Gentiva family of hospice, home health, palliative, and community care pr...
  • 4/3/2024 12:00:00 AM

Macon (/ˈmeɪkən/), officially Macon–Bibb County, is a consolidated city-county located in the state of Georgia, United States. Macon lies near the geographic center of the state, approximately 85 miles (137 km) south of Atlanta, hence the city's nickname "The Heart of Georgia." Located near the fall line of the Ocmulgee River, Macon is the county seat of Bibb County and had a 2017 estimated population of 152,663. Macon is the principal city of the Macon metropolitan area, which had an estimated population of 228,914 in 2017. Macon is also the largest city in the Macon–Warner Robins Combined St...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Director jobs
$116,830 to $173,754
Macon, Georgia area prices
were up 1.5% from a year ago

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