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)
POSITION SUMMARY
Responsible for the development and implementation of the company’s Supply Chain Strategy using best in class Supply Chain Management techniques. Planning and management of all activity involving sourcing, procurement, production planning and supply chain planning to ensure the optimum raw material inventory levels to maximize Customer OTD. Implement and improve processes that synchronize supply with demand by managing the flow of goods and information (internally & externally), WIP inventory and finished goods from the point of origin to the point of consumption.
ESSENTIAL FUNCTIONS
Reasonable Accommodations Statement
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable Accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
Essential Functions Statement(s)
Supervisory Responsibilities:
SKILLS & ABILITIES
Experience:
Clear All
0 Estate Planning Director jobs found in Oklahoma City, OK area