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)
Our market is rapidly expanding!
Our office has more leads than we can handle (our current agents literally can't keep up)!
We are a technology-driven real estate company with an aggressive internet lead generation system and we are one of the fastest growing real estate companies in America.
WHAT KIND OF PERSON ARE YOU?
WE PROVIDE...
If this sounds like a great fit, apply today!
Find out more about us at www.joinprosperrealestate.com
Compensation:$60,000 - $250,000 at plan yearly
Responsibilities:
We are the #1 Five Star Zillow reviewed Broker in Sonoma County and continue to expand our presence. We sell around 120 homes a year and continue to grow. We are located in downtown Santa Rosa. We are a small team of positive, driven, and energetic individuals in need of some help!
Learn more about what being a team member at Prosper Real Estate is like at: https://joinprosperrealestate.com/
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