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)
Shape Tomorrow’s Legacy Today: Propel Your Estate Planning Career with Goosmann Law Firm’s Visionary Team!
Shape Futures, Spark Success: Join Goosmann Law Firm as an Estate Planning Maestro! We're on a mission to empower clients to navigate their personal and professional journeys with precision and purpose. Dive into dynamic legal landscapes, advising on business ventures, asset protection, and estate planning strategies. Your expertise will sculpt legacies and safeguard interests, guiding clients towards prosperity. Are you ready to lead the charge in law's next frontier? Apply now and be the architect of tomorrow's triumphs!"
About Goosmann Law Firm
Join the Legal League of Leaders at Goosmann Law Firm: Where Trailblazing Minds and Strengths Unite! As the Midwest’s Largest Woman-Owned Firm, we empower Business Titans, CEOs, Entrepreneurs and more to shape America’s future. Whether our clients are forging business legacies or seeking justice, we’re here to help. Our culture thrives on positivity, teamwork, and growth, with a laser focus on quality and client success. Embrace a dynamic environment where strengths shine, excellence is celebrated, and our executive team supports you every step of the way on the business of law. At Goosmann, we’re not just legal experts; we’re architects of success, leveraging technology, mentorship, and a passion for progress.
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We offer a comprehensive and competitive wage and benefit package.
Fuel Your Legal Journey with Goosmann:
Where Support, Growth, and Success Await! From top-notch training to personalized marketing strategies, we're dedicated to nurturing your skills and propelling your career forward. Join us and ignite your passion for law into a blazing trail of achievement! Ready to embark on this exciting adventure? Send your resume and cover letter to Barbara Caskey at caskeyb@goosmannlaw.com . All inquiries will remain confidential.
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