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)
Job Summary:
The Planner I/II position will handle a wide range of planning activities from developing long-range planning documents to conducting technical assistance and public outreach, grant writing, and more. This position will be responsible for managing and shaping the Commission’s Community Assistance Program. The Planner will work under the supervision of the Executive Director.
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Application Requirements:
Interested applicants must submit the following to blrpcadmin@baylakerpc.org
This position will remain open until filled (initial review: April 22, 2024).
To find the full job posting, please visit www.baylakerpc.org/about/employment-opportunities
The Bay-Lake RPC is an Equal Opportunity Employer.
Job Type: Full-time
Pay: $52,599.00 - $61,463.00 per year
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People with a criminal record are encouraged to apply
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Work Location: In person
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