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)
Our small but growing estate planning and business planning law firm is looking for an Associate Attorney who enjoys our field of law and would like their work to help make a positive difference for clients.
Our goal is to improve our community, one family and small business at a time. We believe that helping families preserve and protect their wealth and accomplish family goals is a way to touch the lives of others and make a difference.
If the following describes you, and our culture and beliefs interest you, then we’d like to hear from you:
Job Description:
Ideal Candidate:
Base salary plus bonus compensation structure, generous paid time off, retirement plan with match
TO APPLY PLEASE FOLLOW ALL INSTRUCTIONS:
1st: complete a quick 5 minute assessment here: https://s.crys.io/s/ZwtyGw
2nd: Upload a resume AND cover letter explaining why this opportunity appeals to you to carrie@quraishilaw.com, and put “I AM THE ONE” for the subject line of your cover letter. Please, no personal visits or phone calls. Resumes submitted without a cover letter or assessment will not be considered.
Benefits:
Schedule:
License/Certification: