Subject Matter Expert Descriptions

by Jay Wertzler —
A brief overview of the skills and duties required of each Subject Matter Expert on your Deliverables Team

Review the following role descriptions of each key Subject Matter Expert before creating your Best-in-Class Profile. The descriptions are only starting points: you will need to flesh out your own criteria for each position in order to finalize a position description.

Click below or use the menu on the left to jump to a particular Subject Matter Expert description:

Financial Planner
Tax Subject Matter Expert
Money Manager
Legal/Estate Planning
Insurance (Property & Casualty)
Insurance (Disability)
Insurance (Life)
Insurance (Health)
Transaction Attorney
Director of Client Services
Insurance Coordinator