Estate Planning Director jobs in High Point, NC
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)
Recently Added Estate Planning Director jobs
Sales and Operations Planning Coordinator
- Hooker Furniture
-
High Point, NC
FULL_TIME
-
Sales and Operations Planning CoordinatorThe Company:
Hooker Furniture Corporation, in its 99th year of business, is a designer, marketer and importer of case goods (wooden and metal furniture), leather furniture, accessories, and fabric-upholstered furniture for the residential, hospitality and contract markets. Based in Martinsville, VA with administrative offices in High Point, NC, domestic production facilities in Hickory, NC and Bedford, VA and distribution warehouses in Martinsville, VA, Savannah, GA, Hooker Furniture is ranked among the nation’s largest publicly traded furniture sources. Hooker Furniture also operates multiple showrooms in High Point, NC, Atlanta, GA, and Las Vegas NV, and administrative offices in Vietnam and China.The Position:We are looking for an analytical and data-driven Sales and Operations Planning Coordinator to assist our team in the stewardship of the S&OP processes for designated brands and work to ensure all objectives for the process are achieved each monthly cycle. This role is a full-time position based out of our High Point, NC or Martinsville, VA office.Main duties include but not limited to:Review Preparation- Be the primary resource for assembly of the various S&OP documents for the reviews.
- Collect and report our KPI dashboard information.
- Capture gap closure initiatives with owners and due dates.
- Coordinate with the overseas team on supply and demand related data needed for the reviews.
- Develop and publish graphs and other visual tools for high-level S&OP topics.
- Send review documentation to stakeholders 48 hours in advance of reviews.
- Take attendance for reviews and communicate minutes post review to stakeholders.
- Maintain S&OP archive files for historical records.
Action Item Capture and Tracking- Notate actions items during the various review and store them in a centralized area.
- During the reviews capture action item owners and due dates.
- Communicate upcoming action items to owners and seek updates.
- Report during the S&OP reviews past due action items.
- Maintain accurate action item status.
S&OP Calendar Administrator, back up, and feedback.- Ensure that reviews are properly spaced and planned 12 months in advance.
- Field any change requests and seek out feasibility prior to making any changes in the calendar schedule.
- Assist with the onboarding of additional brands into the S&OP process.
- Serve as back up in the event administration coverage is needed for a process review.
- Serve as a backup as a supply chain data analyst as needed.
- Collect process feedback in the form of periodic surveys for process improvement.
Candidates that will be a great fit will have:- Bachelor’s degree or higher (relevant experience will be considered in lieu of degree)
- Experience with S&OP or Integrated Business Planning process a plus.
- Must have critical thinking skills.
- Demonstrated organizational skills and ability to handle strict deadlines.
- Ability to communicate with both internal and external customers.
- Ability to work at an advanced level with MS Excel.
- Ability to travel to our regional offices and to the semi-annual High Point Furniture Market.
Why should you apply?- A company committed to DEI (Diversity, Equity, and Inclusion) values.
- Competitive compensation and bonus plan
- Successful and stable organization for over 99 years
- Multinational, global organization with 11 locations in the US and offices in Vietnam and China
- A caring, family-focused culture
- Strong corporate initiatives to continue to grow the organization.
- A culture that encourages forward-thinking, team-building, and creative problem solving
- Career development focus including training opportunities and leadership development programs.
- Tuition reimbursement program
- Emphasis on charitable giving and volunteering in our communities
- Focus on ESG (Environmental, Social, and Corporate Governance)
- Comprehensive medical, dental, vision plans including a generous employer health saving account (HSA) contribution each plan year.
- Matching 401k employer contributions
Shift: Monday-FridayPay: DOE
- 14 Days Ago
Real Estate Sales Consultant
- Allen Tate Realtors
-
High Point, NC
FULL_TIME,PART_TIME
- At Allen Tate, we're committed to a smarter, better you. We invest in our Real Estate Sales Consultant with extraordinary learning and professional development opportunities that allow you to grow, su...
- Just Posted
Real Estate Showing Agent
- Allen Tate
-
Ridge, NC
FULL_TIME
- Solo agent serving real estate buyers, sellers, and investors in the area. We’re looking for a Showing Agent to support sales goals through effective sales techniques and quality customer service.GOAL...
- 13 Days Ago
Real Estate Acquisitions Manager
- Giving Tree Realty
-
High Point, NC
FULL_TIME
- We are eagerly seeking a talented full-time real estate acquisitions specialist to join our real estate team. You will pursue new properties for the company and cultivate relationships with buyers to ...
- 15 Days Ago
Real Estate Buyers Salesperson
- Giving Tree Realty
-
High Point, NC
FULL_TIME
- Do you love helping people find their dream home? We’re looking for an experienced real estate sales buyer’s agent to join our growing team. You’ll hunt for leads, cultivate relationships with potenti...
- 16 Days Ago
Real Estate Agent
- Allen Tate
-
Asheboro, NC
FULL_TIME
- Real Estate Agent Description:We are #1 in the Carolinas. That doesn't just happen. No other company in the Carolinas offers the resources and support that Allen Tate offers their real estate agents: ...
- 1 Month Ago
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0 Estate Planning Director jobs found in High Point, NC area
Operations Manager
- Simco Electronics
-
Greensboro, NC
- Position Overview Manage day-to-day operations of a commercial calibration and repair laboratory, to meet and exceed cus...
- 4/28/2024 12:00:00 AM
Director Project Manager, Enterprise PMO
- Gxo Logistics Inc.
-
High Point, NC
- Logistics at full potential. At GXO, we're constantly looking for talented individuals at all levels who can deliver the...
- 4/28/2024 12:00:00 AM
Director, Change Management - Remote
- Gxo Logistics Inc.
-
Colfax, NC
- Logistics at full potential.At GXO, we're constantly looking for talented individuals at all levels who can deliver the ...
- 4/28/2024 12:00:00 AM
Senior Planner
- Town Of Burlington
-
Burlington, NC
- A vibrant community has long been the cornerstone of the identity of the Town. The Town of Burlington seeks qualified ca...
- 4/28/2024 12:00:00 AM
Academic Faculty - Director of Educational Strategy
- Atrium Health
-
Winston Salem, NC
- Job Description Faculty | PA Studies | WFUSM The Department of PA Studies, Winston-Salem campus, is seeking a qualified ...
- 4/28/2024 12:00:00 AM
Sr Dir Strategy Execution
- Novant Health
-
Winston Salem, NC
- Overview The Senior Director, Novant Health Institutes Operations will be accountable to the Chief Operating Officer, NH...
- 4/28/2024 12:00:00 AM
RN Branch Director, Home Health - Greensboro, NC
- Humana Inc.
-
Thomasville, NC
- Become a part of our caring community and help us put health first Work Schedule: Full-time/40 Hours Position Type: On-s...
- 4/26/2024 12:00:00 AM
Event Coordinator
- Morgan Ridge Vineyard llc
-
Gold Hill, NC
- Job Description Job Description Benefits/Perks Competitive wages Career Growth Opportunities Fun and Energetic Environme...
- 4/25/2024 12:00:00 AM
About High Point, North Carolina
High Point is a city located in the Piedmont Triad region of the state of North Carolina. Most of the city is located in Guilford County, with portions spilling into neighboring Randolph, Davidson, and Forsyth counties. High Point is North Carolina's only city that extends into four counties. As of the 2010 census the city had a total population of 104,371, with an estimated population of 108,629 in 2014. High Point is currently the ninth-largest municipality in North Carolina, and the 259th largest city in America.
High Point is known for its furniture, textiles, and bus manufacturing. The ci...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Director jobs
$123,061 to $183,027
High Point, North Carolina area prices
were up 1.5% from a year ago
were up 1.5% from a year ago
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