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)
About Us:
We are a well-known provider of consumer services focused on offering unparalleled support and solutions in the fields of estate planning and business formation. Our main expertise lies in connecting eligible clients with experienced attorneys, enabling them to acquire vital legal documents for their peace of mind. By joining our team, you will become a part of a dynamic and skilled group of professionals who are deeply dedicated to providing exceptional services to our esteemed clients.
Position Overview:
We are currently seeking a highly skilled Network Attorney with specialization in Estate Planning and Business Formation to join our team. Suitable candidates for this role should demonstrate a comprehensive understanding of estate planning, business formation, and contract law. This opportunity provides a remarkable platform to contribute significantly to the ongoing success of our organization while enjoying personal and professional growth within a supportive environment.
Key Responsibilities:
Application Instructions:
If you are ready to advance your legal career and join a company that highly values your expertise while providing unparalleled support, we encourage you to submit your application. To be considered, please send us your resume and a cover letter that outlines your relevant experience and explains why you are the ideal candidate for this position.