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)
At Windermere Real Estate, we believe that being a real estate agent is more than just a job - it's a true calling. We are dedicated to elevating and humanizing real estate, and we strive to make a positive impact in the lives of our clients and communities. As a Windermere agent, you'll join a team of relationship heroes who are passionate about providing exceptional service and guidance to buyers and sellers.
Our Office in Bellevue is currently seeking a friendly and professional Real Estate Agent to facilitate transactions between sellers and buyers. As a Real Estate Agent, you will be responsible for marketing listings, assisting clients with their real estate needs, and helping them achieve their goals. This is an exciting opportunity for individuals looking to grow their career in the real estate industry.
If you're interested in joining our team, please apply and complete the Quick Assessment that will be sent to you via email. We will reach out to qualified candidates to schedule an interview. We kindly request that you refrain from contacting the office directly.
Clear All
0 Estate Planning Director jobs found in Monterey, CA area