Director of Trust & Estate Planning Springfield, MO
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Job Location:
Springfield, VT - USA
Monthly Salary:
$ 69000 - 102000
Posted on:
3 hours ago
Vacancies:
1 Vacancy
Job Summary
Position: Director of Estate Planning Services
Firm: Gregory Financial
Location: Springfield MO
Overview:
Are you looking to expand your career and to be part of a successful team If you enjoy working closely with clients developing long-term relationships constantly challenging yourself and providing superior customer service and expertise then we would like to talk to you! Gregory Financial located inSpringfield MOis seeking to add a Director of Estate Planning Representative to our team!
Our Mission: We simplify estate planning so clients gain peace of mind-quickly and affordably.
What youll do:
- Develop new business and nurture existing client relationships
- Accessing and contacting over 200 existing client households
- Guiding clients through the process
- Managing timelines and ensuring completion of plans
- Coordinating signing and document execution
- Preparing concise summaries for advisor review
- Maintain accurate records and workflow using CRM
- Stay current on insurance regulations products and industry trends
What Were Looking For:
- Experience in documentation-heavy roles (paralegal financial compliance) preferred
- Values precision completion and client confidence
- Strong organizational skills and ability to manage processes end-to-end
- Attentive to detail and effective communicator
- Driven by performance-based compensation and independent work environment
Bonus Points:
- Enjoy guiding clients step-by-step through structured processes
- Take ownership of outcomes rather than waiting for direction
- Experience with estate planning platforms () preferred not required
What Youll Get:
Pay & Perks:
- Recoverable Draw: $1000/month
This is an advance against commissions not a salary. - Commission: 30% per completed plan
- Income scales with volume and referrals (potential $69000-$102000 in first year)
This role is earnings-based rather than salaried providing substantial income potential. Youll engage with our established client base benefit from continual marketing support and earn a percentage of revenue for every estate plan you complete.
Schedule:
- Monday Friday (hours will vary 40-hour work week)
Presented by Advisor Talent Solutions
Advisor Talent Solutions part of the AE Management LLC family of companies supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.
Learn more about our approach and services at
Required Experience:
Director
