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)
Director of Planning, #2024-00022 ($71.63)
Under general direction of the Board of Supervisors, plans and organizes the activities of the County Planning Department; administers the general plan and zoning ordinance, subdivisions, land use permits, specific plans, and planned developments; develops policies; represents the Planning Department in meetings with the Board of Supervisors, County Administrative Officer, commissions, committees, community agencies, and other public groups; and performs related work as required.
In-person interviews to be held Wednesday, May 15th, 2024.
Final Filing Date: 5/2/2024.
Job Type: Full-time
Pay: From $148,990.40 per year
Benefits:
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Ability to Relocate:
Work Location: In person
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0 Estate Planning Director jobs found in Stockton, CA area