What are the responsibilities and job description for the Director of Trust & Estate Planning position at Gregory Financial?
Position: Director of Trust & Estate Planning
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 Trust & Estate Planning to our team!
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:
Pay & Perks:
- Recoverable Draw: $1,000/month
- This is an advance against commissions, not a salary.
- Commission: 30% per completed plan
- Income scales with volume and referrals (potential $69,000-$102,000 in first year)
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.
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
Salary : $69,000 - $102,000