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)
Legal Assistant
Description: We are looking for an Estate Planning Legal Assistant to join our growing team. The legal assistant will ensure that our estate planning matters are processed correctly and promptly. Our clients are worried about their families and futures, and this position will be a key part in our mission of providing them with hope and peace of mind through Relational Estate Planning®. This position is primarily for our Winchester location, although occasional days in our Ashburn office may be required. This is an entry level position, meaning no prior legal experience is necessary, and there is opportunity for advancement and growth as our firm grows.
What we are looking for: A detail-oriented, organized, and meticulous person who enjoys learning and will strive to meet our high standards for quality legal work.
Job Responsibilities:
Necessary Skills:
Job Type: Full-time
Pay: $17.00 - $21.00 per hour
Expected hours: 40 per week
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Schedule:
Work Location: In person