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)
Miller Johnson, one of Michigan’s largest full-service law firms, is seeking an experienced full-time Legal Administrative Assistant to join our probate and estate planning practice group in our Kalamazoo office.
RESPONSIBILITIES
SKILLS AND EXPERIENCE
At Miller Johnson, we believe in fostering an exceptional work experience that includes a healthy work-life balance, an inclusive culture that values uniquely talented team members, and a technologically advanced environment. We offer competitive wages, flexible scheduling, paid time off, and annual performance reviews. Our benefit package includes medical, dental, vision, life insurance, short- and long-term disability insurance, long-term care insurance, paid parental leave, tuition reimbursement, adoption assistance, and a 401(k)-retirement plan. EOE.
Job Type: Full-time
Pay: $20.00 - $28.00 per hour
Benefits:
Schedule:
Work Location: In person
Clear All
0 Estate Planning Director jobs found in Battle Creek, MI area