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 need 2 Rockstar Agents who can handle 10-25 Buyer and Seller Leads and Appointments per Month.
If you are reading this, something about your current situation is preventing you from leveling up.
Are you a little disappointed about how much time and effort your broker has invested into your individual success? When they interviewed you, didn’t they make it sound like this was going to be a “partnership”? And then, it’s kind of like they disappeared?
Are you getting hit with monthly fees and upsell charges from your brokerage whether you close a deal or not?
Have you been left to wade the choppy waters of marketing and lead generation by yourself and are looking for a life raft?
Unfortunately, these are all-too-common complaints.
Here is the good news … WE GOT YOU.
We are not a franchise or under the umbrella of a larger corporation that dictates the rules. We are building this brokerage the way we wanted it to look at our first opportunity and we swore those complaints outlined above would never be expressed by our agents.
You may not have heard of us … yet. We are an established brokerage but with a new name and new leadership.
We are building the highest-rated, most trusted, and most sought-after brokerage in our market. We will be known and admired for our un-matched customer service, un-beatable listing presentations, and the most effective marketing in the area.
We have big plans and a roadmap to get there but we need the right people to hop in the car with us.
No Monthly Fees
Free Leads and Appointments
Free Access to CRM and Transaction Tech
Positive Team Culture and Supportive Environment
Direct Access to Broker and Leadership – You will have our “Bat Phone” numbers and we ENCOURAGE you to use them.
Does getting in on the ground floor of something big like this sound like something that is for you?
If so, Let’s Talk.
Shoot us a message here or upload your resume and our Director of Sales will be in touch.
Job Types: Full-time
Compensation: Commission
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Job Type: Contract
Pay: $50,000.00 - $150,000.00 per year
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Work Location: In person
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0 Estate Planning Director jobs found in Scranton, PA area