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 excited to bring on a Director of Growth to the Nevada Real Estate Group family in Reno, NV! This experienced individual will collaborate with the current director to be an integral part of our growth strategies and development. A successful applicant must understand the power of data-driven problem-solving and have the ambition to take our business to the next level. We are searching for someone with a culture-focused mentality and the creativity to invent up-to-date solutions for our team and agents. If you have the drive, enthusiasm, and potential to help us achieve our goals, this could be the perfect job for you!
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0 Estate Planning Director jobs found in Sparks, NV area