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)
In this role, as a Full Stack Engineer at Baxter Planning, you will be part of a highly collaborative, globally distributed, Agile development team. You will help design and develop high-quality Product features in coordination with other Software Engineers, Product Owners, UX Designers, and QA Engineers. You will participate in technical designs, write code to execute on those designs, submit and review pull requests, troubleshoot issues affecting enterprise customers, and maintain a healthy balance of velocity and engineering excellence. Every system can always be better and we expect the person in this role will participate in continuing to help improve our development practices, tools, and execution. You will learn and hone new technical skills as well as learn the complexities of global supply chain management.
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