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)
Showing Agent for Real Estate
Love Real Estate and love the money but have trouble getting clients? Work for our top-producing agents who will give you the leads and all you have to do is convert and close. We are looking for an experienced Showing Agent. You will get a STEADY paycheck, and commissions at closing!
We need someone who will fit the team. We are an energetic, client-centered, highly efficient, motivated, and enthusiastic team. We need someone who will match our speed. We have the clients – we need someone good at conversion and closing. If this sounds like you, let’s talk!
Join our growing agency and you’ll be backed by the best sales and administrative team in the area. Apply today!
Clear All
0 Estate Planning Director jobs found in Florence, SC area