Estate Planning Director jobs in Rhode Island
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)
Recently Added Estate Planning Director jobs
- SCI Shared Resources, LLC
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Providence, RI
FULL_TIME
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Life’s not about a job, it is about purpose.
Do you love serving families? Are you passionate about the arrangement conference? Is work life balance important to you?
We currently have a full time opening on our Advance Planning Funeral Director Team. This elite team focuses on community engagement and advance-planning services that make a real difference in the lives of the families we assist. Our directors serve families across multiple communities centered on various locations.
Our Advance Planning Funeral Directors Enjoy:
- Competitive compensation package with incentives
- More flexible schedules (no nights, no holidays, no removals)
- Stability - Service Corporation International (SCI*) includes the Dignity Memorial® brand and is the nation’s largest provider of funeral, cremation and cemetery services. Learn more at sci-corp.com.
- Best-in-class technology platforms and unparalleled resources
- Full Benefits* - including medical, dental and vision insurance and tuition assistance, scholarships, PLUS a 401K program with a generous company match!
- Ongoing Training and leadership development
- Fair advancement opportunities
- Certified Great Place to Work since 2017!
We put people first and value integrity and attention to detail in our work. We’ll change everything you ever thought about working in the funeral services industry. This isn’t your typical job—and we’re not your typical company!
Requirements & Qualifications
- Must have the appropriate state funeral licensure or the ability to reciprocate license from another state
- High level of integrity, dedication, and desire to succeed
- Proficient with computers and technology with knowledge of MS Office Tools
- Desire to help others and earn a competitive income
- Ability to work well as part of a team and independently
- Creative, outgoing, and energetic
- Solid work history
- May require insurance license
This position may require the associate to obtain and maintain an insurance license in any state in which he/she conducts sales. To obtain the insurance license, the candidate must meet the requirements of a background check process, which includes, but is not limited to, a criminal history and credit check.
Job Profile ID: S00070
Time Type: Full time
Location Name: Pontarelli-Marino Funeral Home
- 23 Days Ago
- Gordon Rees Scully Mansukhani, LLP
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Providence, RI
FULL_TIME
- We have an immediate opening for an experienced and motivated Paralegal in our Providence, RI office. Ideal candidates should have 3-5 years of experience with tax controversy, civil litigaton, estate...
- 20 Days Ago
- Mack Law Associates
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Providence, RI
FULL_TIME
- The Corporate Lawyer or Senior Paralegal is responsible for providing a broad range of legal services for Mack Law Associates LLC, a business law firm specializing in corporate, finance, real estate a...
- 27 Days Ago
- Inclusively
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Smithfield, RI
FULL_TIME
- Inclusively is partnering with a multinational financial services company to hire a Director Planning & Advice Platform Support.ABOUT INCLUSIVELY:Inclusively is a digital tech platform that connects c...
- 7 Days Ago
- Slocum | Real Estate & Insurance
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Warwick, RI
FULL_TIME
- Are you a self-starter with the desire to make a better income?Do you love helping others and thrive on making their home vision a reality?If you answered yes to these questions, then we’ve got a care...
- 9 Days Ago
- Slocum | Real Estate & Insurance
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Warwick, RI
FULL_TIME
- Are you an experienced Real Estate Photographer with an eye for captivating visuals and a flair for social media engagement? We're looking for a talented individual to join our dynamic team and make a...
- 1 Day Ago
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