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)
We are searching for a highly analytical applicant who is capable of working full-time and possesses strong negotiation and organizational abilities to join our growing firm as an estate planning attorney. You will create wills, trusts, and powers of attorney for our clients and their families and educate them on matters of insurance and powers of attorney. To guarantee that an estate is managed in accordance with the estate owner's intentions, this role demands a high degree of responsibility. We are searching for an applicant with substantial experience in estate planning. Please apply if this sounds like a great opportunity!
Compensation:$80,000 - $120,000 yearly bonus DOE
Responsibilities:
This is the break you've been waiting for! If you're here, you're ready for a change. We offer serious opportunities to grow rapidly. We need incredible people to join us in supporting our team and helping our clients. From awesome Macbooks to ultra-wide monitors, we'll set you up the right way. We laugh a lot, play games during team time, communicate in our chat rooms using emojis and GIFs, and make sure you're having a great day.
Our mission is to become the biggest and best estate law firm in Florida in the next two years. We deliver meaningful experiences for our staff and clients, embrace technology and eliminate paper. Also, we have puppies in the office.
Benefits for qualified employees include; Unlimited PTO, Medical & GAP insurance, Dental, Vision, 401(k) (matching), Life Insurance, Paid maternity/paternity leave, Short and long-term disability, Professional Development, and paid lunches for special events.