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)
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:
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
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