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 renowned provider of consumer services dedicated to delivering unmatched support and solutions in the areas of estate planning and business formation. Our core specialization lies in connecting eligible clients with experienced attorneys, enabling them to obtain crucial legal documents for their peace of mind. By joining our team, you will become part of a dynamic and skilled group of professionals who are firmly committed to providing top-tier services to our valued clientele.
Position Overview:
We are currently looking for a skilled Network Attorney with expertise in Estate Planning and Business Formation to join our team. Suitable candidates for this role should demonstrate a thorough understanding of estate planning, business formation, and contract law. This position presents an excellent opportunity to make a significant impact on our organization's continued success while enjoying personal and professional growth within a supportive environment.
Key Responsibilities:
Application Instructions:
If you are ready to take the next step in your legal career and join a company that highly values your expertise while providing unmatched support, we encourage you to apply. To be considered, please submit your resume and a cover letter outlining your relevant experience and explaining why you are the ideal candidate for this position.
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