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 are looking for an experienced legal assistant who can help the busy attorneys and paralegals at our law office assist our clients. You’ll be responsible for managing office correspondence, including answering phone calls and emails, arranging meetings, and ensuring our legal team is aware of upcoming deadlines.
You will also assist with preparing legal documents and contracts, litigation, and performing any other tasks as needed to ensure our firm is operating efficiently. If you work well in a fast-paced environment and consistently deliver a high-quality work product, reach out to us today!
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0 Estate Planning Director jobs found in Savannah, GA area