Agency Estate Planning Advisory Services Director Jobs

The Agency Estate Planning Advisory Services Director participates in training and estate planning workshops. Directs all aspects of the estate planning function including sales, staffing, and supervision. Being an Agency Estate Planning Advisory Services Director researches and advises on tax, technical, and legal questions. Ensures that the agency stays abreast of regulatory guidelines and new trends in the field. In addition, Agency Estate Planning Advisory Services Director introduces new life products to the field and contributes to design of related software and tools. May be a speaker a ... t 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 Agency Estate Planning Advisory Services 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. Working as an Agency Estate Planning Advisory Services Director typically requires 5+ years of managerial experience. More
Show Less