Estate Planning Director directs all aspects of the estate planning function including sales, staffing, and supervision. Participates in training and estate planning workshops. Being an Estate Planning Director ensures that the agency stays abreast of regulatory guidelines and new trends in the field. Researches and advises on tax, technical, and legal questions. Additionally, Estate Planning Director 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). The Estate Planning Director 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. To be an Estate Planning Director typically requires 5+ years of managerial experience. (Copyright 2024 Salary.com)
White & Smith Planning and Law Group
Hiring Range: Based on experience
Closing Date: Until Filled
White & Smith Planning and Law Group is hiring a Planning Manager to support our code development and planning practice.
Experience with zoning, subdivision, and land development code drafting is required.
Three- to five-years experience and examples of successfully completed code projects is preferred.
AICP, or other relevant professional certification, is preferred.
The successful candidate will be equipped to assume client-level responsibilities with code drafting and public outreach upon their start with the firm.
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