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)
Day-to-day
- Create and edit manufacturing routings
- Generate programs for laser operations
- Review manufactured part prints
- Check production inventory and forecasted inventories
- Transfer stock between departments
- Communicate with other departments about material transfers
- Communicate with supply management on purchased parts and stock availability
- Update daily and weekly reports using Excell and other MS office tools
- Occasionally draw and model simple parts for shop
- Troubleshoot part requests from engineers
- Troubleshoot laser programs and manufacturing routings
Systems Used
- SAP
- CREO
- AutoCAD
- MS Office (Excel, Word, PowerPoint)
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