Step 1: Identify Position to Fill — Staging Survey Server

Your Name

Your E-Mail Address

Which vacant Deliverables Team role will you be filling next? Complete the exercises above before responding

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