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)
Do you love helping people? Are you a positive person who would like to work in an enthusiastic team atmosphere with accountable co-workers? Are you proactive and self-motivated? Are you eager to learn and be the expert for your clients?
We are offering a position where you can completely focus on being a lawyer rather than spending substantial time working on the administrative side of the law firm. We value work-life balance and having a life outside of the office. We have a team of professionals that will work with you on delivering to our clients.
This position is in-person. You must be able to regularly be present for client meetings in our offices in Orange Beach, Foley and Daphne.
The Law Offices of Brenton C. McWilliams is an estate planning, elder law, and probate estate administration law firm with several offices in Baldwin County, Alabama. We are growing and excited to add another team member to deliver first-class legal services to our clients.
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