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)
WHO WE ARE
Hargrove Firm is a local practice with a national footprint that focuses on high-net-worth estate planning. With attorney relationships across the country, it has some of the most innovative and sophisticated estate planning methods available. The Hargrove Firm strives to achieve its clients’ planning goals while maximizing tax savings for estate taxes and other taxes. Our Firm is expanding, and we are seeking highly qualified individuals ready to hit the ground running.
WHO YOU ARE
If you’re a highly organized, hardworking, and self-motivated professional with extensive Estate Planning, Wills, and Trusts experience looking to grow your career with a creative and growing national enterprise, then we have an exciting opportunity for you! We are looking for Associate Attorneys to create and review tailored estate planning documents, provide top notch customer service and legal guidance to clients.
What's In It For You?
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Education & Experience requirements
Hargrove Firm provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Job Type: Full-time
Pay: From $90,000.00 per year
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Work Location: Hybrid remote in Lexington, KY 40507