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)
$65,000 - $85,000 yearly
Responsibilities:
Legacy Counsel PLC is a modern trust and estates law firm in Michigan. We help clients change their family tree by passing down their hard-earned money protected from unnecessary taxes, creditors, and predators so that the next generation can enjoy the fruits of financial freedom—less stress, better health, and greater happiness. We also take on the burden of probate and trust administration after someone has died so that their loved ones can move forward to find peace and happiness without unnecessary stress and hassle. We do all this while leveraging cutting-edge technology and business practices.
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0 Estate Planning Director jobs found in Benton Harbor, MI area