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 rapidly growing team is in search of a motivated real estate agent. You’ll hunt for leads, gather pertinent information for buyers and sellers, and add leads to the sales funnel.
We are looking for someone who is results-oriented and has the ability to quickly connect and build rapport with people. Applicants should be experienced, driven sales professionals who want to take the next step in their careers. Apply now!
Compensation :
$75,000 Commission Based
Responsibilities :
Qualifications :
About Company
iLink Real Estate Co. is a company that focuses on its people before anything else. Culture-focused, process-driven, and changing lives of those around us.
Last updated : 2024-03-25
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