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 tired of the big firm environment? Do you have estate planning experience? Do you pride yourself on your relationships with your clients? If so, we are looking for you!
ProvenLaw is seeking an estate planner for our team to handle estate planning, uncontested probate, and trust administration matters.
We value our team and offer:*
*Waiting period applies. Subject to change without notice.
Our ideal candidate has at least 1-5 years’ experience. We look for team members that embody our values: compassion, excellence, innovation, honesty, peace, and reputation.
Duties include but are not limited to:
Education & Qualifications
Salary commensurate with experience.
To apply for this exciting opportunity, please submit a detailed resume and a cover letter telling us (1) why you are searching for a new position, (2) any experience you may or may not have with tax issues related to estate planning, and (3) why you’re the best fit for our firm.
Emails sent directly to the firm, phone calls, or in person applications are not accepted. No agencies please.
Only those candidates being considered will be contacted.
Job Type: Full-time
Pay: $70,000.00 - $130,000.00 per year
Benefits:
Schedule:
Experience:
License/Certification:
Ability to Relocate:
Work Location: In person
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