Estate Planning Director jobs in Alabama

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)

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Estate Planning Sales Person
  • The Law Offices of Brenton C. McWilliams
  • Foley, AL FULL_TIME
  • 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

  • Just Posted

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Estate Planning Attorney
  • The Law Offices of Brenton C. McWilliams
  • Orange, AL FULL_TIME
  • Do you love helping people? Are you a positive person who would like to work in an enthusiastic team atmosphere with accountable co-workers? Are you proactive and self-motivated? Are you eager to lear...
  • 1 Day Ago

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Director - Head of Planning
  • AECOM
  • Cardiff, AL FULL_TIME
  • Company DescriptionAt AECOM, we’re delivering a better world.We believe infrastructure creates opportunity for everyone. Whether it’s improving your commute, keeping the lights on, providing access to...
  • Just Posted

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1252-Apparel Planning Director
  • SP Associates
  • Huntsville, AL FULL_TIME
  • Apparel Planning Director needed for a textile manufacturing operation! Salary is open and will depend on experience. Apparel Planning Director – someone with 15 years of apparel planning experience. ...
  • 16 Days Ago

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Director of Real Estate Development
  • Housing Authority of the Birmingham District
  • Birmingham, AL FULL_TIME
  • Position Title: Director of Real Estate Development Department: Real Estate Development Reports to: Chief Executive Officer (CEO) Employment Status: Full-Time FLSA Status: Exempt Date Created: March 2...
  • 1 Month Ago

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Real Estate Agent
  • Matt Curtis Real Estate
  • Huntsville, AL CONTRACTOR,FULL_TIME
  • Are you a licensed real estate salesperson, interested in taking your career and income to the next level? Matt Curtis Real Estate, named the #1 real estate team in Alabama for 4 years in a row is see...
  • 22 Days Ago

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Director Demand Planning
  • Anastasia Beverly Hills
  • Beverly Hills, CA
  • The Demand Planning Director is responsible for maintaining 18 month rolling forecast by SKU for Domestic, International...
  • 3/29/2024 12:00:00 AM

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Director Demand Planning
  • Anastasia Beverly Hills
  • Los Angeles, CA
  • The Demand Planning Director is responsible for maintaining 18 month rolling forecast by SKU for Domestic, International...
  • 3/29/2024 12:00:00 AM

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Director of Planning
  • City of Cambridge
  • Cambridge, MD
  • Job Description Job Description POSITION DESCRIPTION The Director of Planning works under the direct supervision and rec...
  • 3/28/2024 12:00:00 AM

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Director of Planning and Analysis
  • Sunsweet Growers
  • Yuba City, CA
  • This role reports to Chief Financial Officer with a strong dotted line to the Vice President of Manufacturing. The succe...
  • 3/28/2024 12:00:00 AM

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Director of Planned Giving
  • Saint Peter's University
  • Jersey City, NJ
  • Job Title Director of Planned Giving Campus Jersey City Campus Department Advancement Full Time, Part Time, Adjunct Full...
  • 3/28/2024 12:00:00 AM

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Finance Planning Director
  • Armanino LLP
  • San Ramon, CA
  • At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in ...
  • 3/27/2024 12:00:00 AM

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Family Planning Director
  • Careerbuilder
  • Davis, CA
  • Family Planning Director Position Overview: The salary range for this position is $335,000-$400,000. This position inclu...
  • 3/26/2024 12:00:00 AM

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Director of Planning & Zoning
  • Kennett Township
  • Chadds Ford, PA
  • Are you looking for a job that allows you to be part of the community you work in and a vital tool to the department? Do...
  • 3/25/2024 12:00:00 AM

Alabama (/ˌæləˈbæmə/) is a state in the southeastern region of the United States. It is bordered by Tennessee to the north, Georgia to the east, Florida and the Gulf of Mexico to the south, and Mississippi to the west. Alabama is the 30th largest by area and the 24th-most populous of the U.S. states. With a total of 1,500 miles (2,400 km) of inland waterways, Alabama has among the most of any state. Alabama is nicknamed the Yellowhammer State, after the state bird. Alabama is also known as the "Heart of Dixie" and the "Cotton State". The state tree is the longleaf pine, and the state flower is...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Director jobs
$118,890 to $176,820

Estate Planning Director in Fort Smith, AR
The estate planning attorneys at Hanis Irvine Prothero can provide a full range of legal and financial tools for your estate planning requirements.
January 05, 2020
Estate Planning Director in Santa Barbara, CA
Estate Planning is more than just having a will, it is about planning for a good end of life.
January 31, 2020
Estate Planning Director in Newark, NJ
And on top of property-related considerations are other important estate-planning components, regardless of marital or parental status.
February 13, 2020