Agency Estate Planning Services Trainer/Coordinator Jobs

The Agency Estate Planning Services Trainer/Coordinator develops and conducts any training or educational seminars necessary to guide agents and their clients through the procedural, legal, and financial aspects of their plans. Provides estate planning consultation to the agency work force. Being an Agency Estate Planning Services Trainer/Coordinator requires a bachelor's degree. Responsible for developing and maintaining relationships with professional advisors. In addition, Agency Estate Planning Services Trainer/Coordinator typically reports to a manager. Agency Estate Planning Services Tra ... iner/Coordinator is a specialist on complex technical and business matters. Work is highly independent. May assume a team lead role for the work group. Working as an Agency Estate Planning Services Trainer/Coordinator typically requires 7+ years of related experience. More
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