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)
At Windermere Real Estate, we believe in more than just a transaction. We believe in building relationships and making a positive impact in the lives of our clients and communities. Join our friendly team as a Real Estate Agent and be a part of our mission to elevate and humanize real estate, every day.
As a Real Estate Agent at Windermere, you will be responsible for connecting sellers and buyers, marketing listings, and providing guidance throughout the buying and selling process. This is an exciting opportunity for someone looking to grow their career in the real estate industry.
After applying, you will receive a Quick Assessment via email. Once completed, we will be in contact with you. Please do not reach out to the office directly. #LI-Hybrid
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0 Estate Planning Director jobs found in Vallejo, CA area