| Estate Planning Director Job Description |
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| The following is a full job description for Estate Planning Director. Here are the requirements and responsibilities for Estate Planning Director along with statistics. If after reading this page you determine that Estate Planning Director is not the position you are looking for, you may want to try one of these similar titles: Strategic Planning Director, Senior, Strategic Planning Director, Healthcare Property Director, Estate Planning Consultant, Top Real Estate Executive, Strategic Planning Senior Manager, Top Retail Real Estate Executive, Planning Director, Forecast Planning Manager |
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| Requirements and Responsibilities For Estate Planning Director |
| Directs all aspects of the estate planning function including sales, staffing, and supervision. Participates in training and estate planning workshops. Ensures that the agency stays abreast of regulatory guidelines and new trends in the field. Researches and advises on tax, technical, and legal questions. 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). 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. Typically requires 5+ years of managerial experience. |
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| Also referred to as: Agency Estate Planning Advisory Services Director, Estate Planning Business Development Director |
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| Similar Jobs: Strategic Planning Director, Senior, Strategic Planning Director, Healthcare Property Director, Estate Planning Consultant, Top Real Estate Executive, Strategic Planning Senior Manager, Top Retail Real Estate Executive, Planning Director, Forecast Planning Manager |
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| Level of Education: Estate Planning Director Salaries with a Bachelor's Degree, Estate Planning Director Salaries with a Master's Degree or MBA, Estate Planning Director Salaries with a JD, MD, PhD or Equivalent |
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| Industries: Business Services, Financial Services, Insurance | |
