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)
Trusts and Estates Associate Attorney
Our esteemed client seeks applications for an attorney with three to six years of estate planning experience for its Georgetown, DE and/or Rehoboth Beach, DE offices. The ideal candidate will have experience in estate and tax planning, trusts, gifts, and trust and estate administration. Admission to Delaware Bar required.
We are looking for candidates with strong academic credentials and who are curious and passionate about the practice of law and who seek to understand and achieve client goals. Our attorneys also value the following competencies:
Join our thriving, friendly, and collegial working environment. The position offers attractive benefits, bonus opportunities, and competitive salary commensurate with experience.
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0 Estate Planning Director jobs found in Wilmington, DE area