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)
Are you an experienced sales professional? We have an exciting new sales opportunity in estate planning.
We are a fast-growing estate planning law firm with three offices in Baldwin County, Alabama. We have over 250 five-star google reviews across all three offices. The common theme through these reviews is that our clients really enjoy working with the law firm. We’re looking for a non-attorney salesperson to help deliver that experience.
This position is only for top-notch salespeople who can both sell legal services and cultivate new relationships to generate leads.
If you are the “high pressure” sales type who thinks that sales is a macho game, please do not continue.
We believe sales is a service we do for our prospects to help educate them and to help them think through their options and make important decisions for their future. We really believe that even if we decide not to accept an engagement from a prospect, that every prospective new client should leave our office better off in some way than when they came. If you come from the school of thought that sales are all about what you can “get” from a prospect or what you can “talk them into” please go far, far away and do not apply.
We believe in consultative selling where we help our prospective new clients make sense of their situation, gain clarity, weigh their options, and make important and sometimes painful decisions. We are into using the sale as the beginning of a long-term relationship with our prospective new clients. If you are interested in a career (we really think of it as more of a “calling”) that offers six-figure income opportunities, competitive benefits, loads of training and professional development to stay sharp, total transparency (another way of saying there’s nowhere to “hide”) and fuel for your soul because we’re really and truly helping people then please apply.
The Law Offices of Brenton C. McWilliams is an Estate Planning, Elder Law, and Probate law firm with several offices in Baldwin County, Alabama. We are growing and excited to add on another team member to deliver first-class legal services to our clients.
Compensation - Compensation package/structure to be discussed