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)
Unlock Growth Potential as GoldOller's Director of Business Development!
Are you a seasoned leader poised to accelerate growth and drive strategic success within the multifamily market? GoldOller, a distinguished multifamily property management firm, is actively seeking a Director of Business Development to spearhead our expansion initiatives. This pivotal role offers an unparalleled opportunity to shape our organizational trajectory, cultivate strategic partnerships, and optimize property performance. If you are prepared to make a substantial impact within a dynamic industry, we eagerly await your application.
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If you are poised to leverage your expertise and drive strategic success with GoldOller, we invite you to apply today. Take the first step towards a rewarding career journey characterized by excellence, innovation, and meaningful growth. Your opportunity to make a significant impact awaits. Apply now to commence your journey with GoldOller.