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)
Director of Operations Your Opportunity: You have the opportunity to be surrounded by, learn from and grow with the top 1% of real estate professionals in North America. Come grow with us as our Director of Operations. We have a proven path and will provide you with the models, systems, tools, coaching, training, and accountability that ensure success. Show up with the will and commitment to succeed. In addition to creating a limitless growth path for your career, you also can earn opportunities for revenue share, growth share, vesting, investing, and earning an opportunity to become a part of our consulting team. Who Develops You: Team Operator What You’re Great At: You embody a blend of organization, methodical approach, and unwavering drive, coupled with the empathy and ethos of a servant leader. You excel in the realm of systems – whether it's crafting, implementing, or fine-tuning them. Your commitment to detail is unparalleled, and you find fulfillment in upholding high standards and delivering quality work while prioritizing service to others. As a guardian of efficiency, you staunchly protect the resources and time, not only for yourself but for the entire team, ensuring the collective capacity to thrive and succeed. What You’ll Do:
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Potential matters more than checkboxes! We're seeking individuals who are eager to learn and grow, even if you don't tick off every qualification on the above. We value enthusiasm, adaptability, and the drive to excel. Your unique perspective could be exactly what we need. Let's meet and explore the possibilities together! About PLACE:
PLACE is an end-to-end technology and business services platform designed to simplify the real estate lifecycle for both consumers and their real estate agents. Top producing real estate teams partner with PLACE because we take care of bookkeeping, human resources, in-house legal, design and marketing, talent acquisition, business training and coaching. Consumers choose real estate teams Powered by PLACE because our partners are positioned to deliver a better experience to their valued clients.
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We are an equal opportunity employer and value diversity. All employment is decided on the basis of qualifications, merit and business need. We are committed to creating an inclusive environment for all employees.
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