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)
Manage and oversee business planning activities in the Human Resources department to support budgeting, administration, operations, and analytics in an
automotive manufacturing environment. Responsible for project management to support HR initiatives, business plans, and continuous improvement activities.
Essential Functions:
Position Requirements:
Education
Bachelor’s Degree or equivalent in
preferred
Related Experience
5 – 10 years of job related
experience preferred
Skills / Knowledge
Training / Certification
PHR (Professional in Human
Resources, or SPHR (Senior
Professional in Human
Resources) preferred
Additional Information
Position may require occasional travel (domestic or foreign). Flexibility in working hours to include weekends, holidays, and off shift. Position may require on-call
duty or overtime due to overall responsibility.
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