Director of Estate Planning Services
Gregory Financial, Springfield, MO, United States
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 in Springfield, MO is seeking to add a Director of Estate Planning Representative to our team!
This role is earnings‑based rather than salaried, providing substantial income potential. You’ll engage with our established client base, benefit from continual marketing support, and earn a percentage of revenue for every estate plan you complete.
Our Mission “We simplify estate planning, so clients gain peace of mind-quickly and affordably.”
What you’ll do
Develop new business and nurture existing client relationships
Accessing and contacting over 200 + existing client households
Guiding clients through the Wealth.com 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 We’re 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 (Wealth.com) preferred not required
What You’ll Get
65% of revenue per completed plan
Income scales with volume and referrals (potential $69,000-$102,000 + in first year)
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 advisortalentsolutions.com
#J-18808-Ljbffr
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 in Springfield, MO is seeking to add a Director of Estate Planning Representative to our team!
This role is earnings‑based rather than salaried, providing substantial income potential. You’ll engage with our established client base, benefit from continual marketing support, and earn a percentage of revenue for every estate plan you complete.
Our Mission “We simplify estate planning, so clients gain peace of mind-quickly and affordably.”
What you’ll do
Develop new business and nurture existing client relationships
Accessing and contacting over 200 + existing client households
Guiding clients through the Wealth.com 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 We’re 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 (Wealth.com) preferred not required
What You’ll Get
65% of revenue per completed plan
Income scales with volume and referrals (potential $69,000-$102,000 + in first year)
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 advisortalentsolutions.com
#J-18808-Ljbffr