Transition Specialist
Transition Specialist
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Job Description
Job Title Transition Specialist
Business Unit Integrity Wealth
Location Urbandale IA
About Integrity Wealth
Integrity Marketing Group LLC (Integrity) a leading distributor of life and health insurance and provider of wealth management and retirement planning solutions today announced the official brand launch of Integrity Wealth. With more than $46 billion in assets under management and advisement and an extensive network of wealth advisors across all 50 states Integrity Wealth is already a strong and respected leader in the industry. The formal launch of the Integrity Wealth brand brings together Integritys formidable and diverse wealthfocused partner firms to more comprehensively work with the companys Life and Health divisions in delivering truly holistic life health and wealth solutions to millions of American consumers throughout their lifetime.
Integrity Wealth in combination with Integritys pillars of Life and Health brings transformative change to the industry as it empowers agents and advisors to access comprehensive capabilities within partner affiliates to expand integrated solutions. Consumers will benefit greatly as they gain access through their wealth advisors and insurance agents to more wideranging and crossfunctional guidance extensive products and effective planning solutions. This innovative integrated approach is designed to support the full range of financial wellbeing from health and life insurance to retirement and financial planning.
Job Summary
Excellent opportunity to join a successful wellestablished wholesale insurance company looking to grow to the next level. The Transition Specialist is responsible for establishing a relationship with prospective representatives/advisors and be that go to person throughout our process. This person would also help train the new representative/advisor on our systems and coordinate with each department for their proper training to create smooth effective and efficient transitions.
Primary Responsibilities:
Become the main point of contact for any new reps/advisors to lead them through the on boarding process.
Coordinate with business partners to ensure the best customer service to the new registered representative and advisors as well as establishing a training schedule for each of these departments to create a smooth and timely transition.
Assist the new reps and advisors with creating the appropriate form packets to move the book of business to Brokers Financial. Review newly submitted transitioning account packets for accuracy and completeness and forward appropriately for processing.
Assist the transitioning advisor with the change of brokerdealer requests including maintaining the tracking mechanism and forwarding appropriately for processing.
Create implement and maintain a tracking system for all new recruits. Create implement and maintain an onboarding process that provides the new representatives/advisors with the white glove service.
Update and maintain all forms with any required changes. Ensure new forms are updated for all locations including the website and workflow systems.
Maintain update and file U4 and U5 information the companys insurance license for all states and the companys annual reports for all states. Ensure timely filings
Responsible for filing all license and state changes for all reps and the Firm
Primary Skills & Requirements:
Associates degree (A.A. from a twoyear college or university and one three years related experience and/or training; or equivalent combination of education and experience.
Ability to identify weigh and convey potential risks.
Ability to communicate effectively with all levels of management.
Maintains high standards of confidentiality of all information.
Ability to work independently and in a team environment.
Must possess strong technical knowledge and advanced understanding of SEC FINRA MSRB and state securities regulations.
FINRA Series 7 required within first 6 months of employment. Series 24 within 12 months of employment.
About Integrity
Integrity is one of the nations leading independent distributors of life health and wealth insurance products. With a strong Insurtech focus we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life health and wealth so they can prepare for the good days ahead.
Integrity offers you the opportunity to start a career in a familylike environment that is rewarding and cutting edge. Why Because we put our people first! At Integrity you can start a new career path at company youll love and well love you back. Were proud of the work we do and the culture weve built where we celebrate your hard work and support you daily. Joining us means being part of a hypergrowth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package including benefits that make work more fun and give you and your family peace of mind.
Headquartered in Dallas Texas Integrity is committed to meeting Americans wherever they are in person over the phone or online. Integritys employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information visitIntegrity.
Integrity LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race color religion sex gender identity national origin disability veteran status or any other characteristic protected by federal state or local law. In addition Integrity LLC will provide reasonable accommodations for qualified individuals with disabilities.
About Integrity
Integrity is one of the nations leading independent distributors of life health and wealth insurance products. With a strong insurtech focus we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life health and wealth so they can prepare for the good days ahead.
Integrity offers you the opportunity to start a career in a familylike environment that is rewarding and cutting edge. Why Because we put our people first! At Integrity you can start a new career path at company youll love and well love you back. Were proud of the work we do and the culture weve built where we celebrate your hard work and support you daily. Joining us means being part of a hypergrowth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package including benefits that make work more fun and give you and your family peace of mind.
Headquartered in Dallas Texas Integrity is committed to meeting Americans wherever they are in person over the phone or online. Integritys employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information visit Integrity.
Integrity LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race color religion sex gender identity national origin disability veteran status or any other characteristic protected by federal state or local law. In addition Integrity LLC will provide reasonable accommodations for qualified individuals with disabilities.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
