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)
Stewart
Salary: $90,000 – $105,000
Closing Date: Until filled
Base Location: Columbia, SC or Charlotte, NC
Position Highlights:
The Stewart Community Planning Team is growing! We are looking for an inspired, detail-oriented Planning Manager to lead planning efforts in the Charlotte and South Carolina markets. If you are interested in a leadership role involving comprehensive plans, development ordinances and business development activities, this position is for you! We have a great team that partners with local governments on a variety of planning and design related services. Our projects are diverse, engaging and data driven – resulting in quality plans that strengthen communities across the Carolinas.
Position Responsibilities:
In this exciting role, you will be a member of the Community Planning Leadership team, working with a team of planners and designers on a variety of planning projects. You will be expected to directly manage planning projects from beginning to end, including development of Comprehensive Plans, Development Ordinances, Small Area Plans, and other Planning & Design studies. You will participate in business development activities through the identification of prospective clients and establishment of relationships leading to future work, attend and present at conferences, respond to RFP/RFQs, attend and lead interviews.
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Position Qualifications:
To Apply: For full job description and to apply: https://stewartinc.com/careers/
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