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)
We’re looking for a talented, professional buyer’s agent to join our expanding team of real estate professionals. You will be responsible for consulting with and guiding our clients through the entire home-buying process. From contacting pre-qualified leads to showing homes to the negotiation process and final sale, you will be the buyer’s point of contact, and ensure they have a positive experience. Applicants should be enthusiastic, determined, and be driven to succeed. If this sounds like you, start your application today!