Transitions Manager

Urbandale, IA - USA

Monthly Salary: Not Disclosed

Posted on: 20 hours ago

Vacancies: 1 Vacancy

Job Summary

The Role

The Transitions Manager will manage the relationship of new financial representatives to Integrity Alliance (IA) and Integrity Advisory Solutions (IAS) from the beginning of the recruiting process through the transition on-boarding process. S/he will help develop leads & determine suitability of the representatives current business and cultural alignment with IA / IAS strategies goals and compliance procedures. S/he will also be responsible for communicating our value proposition in the marketplace.

Essential Job Functions other duties assigned

Manage the relationship of new financial representatives to IA / IAS from the beginning of the recruiting process through the transition on-boarding process.

Establish new relationships and foster existing relationships with financial advisors through proactive telephone calls e-mails and participating in industry meetings to develop qualified leads.

Assist and lead projects to identify and implement improvements for recruiting and transition department.

Assist in growing the Integrity Wealth value proposition in the market place by proactively positioning the firm as a top financial services destination for advisors by attending recruiting events and driving our overall message.

Lead the Onboarding Transition and training team while working across multiple departments to align with the vision and goals set by the executive leadership team

Other duties as assigned

Knowledge Skills and Abilities

Must display Core Values.

Excellent written and verbal communication skills.

Solid customer service experience.

Strong attention to detail.

Ability to prioritize and work in a fast-paced environment.

Experience and Education

Experience:

Minimum of 6 years working directly with a broker-dealer RIA or insurance industry experience.

Education:

Bachelors degree from four-year College and 6-8 years related experience and/or training; or five to seven years related experience and/or training; or equivalent combination of education and experience.

Licensing:

Series 7 24 and 65/66 preferred

Physical Requirements: Office Position

Travel: 10% - 15%

CORE Values

Teamwork

We value diverse teams that have a positive attitude and take ownership.

Integrity

We dont stop until were proud. Do the right thing and be honest and truthful.

Work Ethic

We value hard work dedication and commitment.

Customer Service

We are dedicated and we strive to serve customers at our best.

Background checks required.

Critical Success Factors

Successfully add qualified producing representatives/advisors to Integrity Wealth

Build relationships with national FMO partners to drive qualified new leads to the firm

Proactively work with new representative through each step of the on-boarding/transition process

Strong Leadership and team building skills to work across multiple departments through the onboarding and transition process

Excellent communication skills with internal/external members to accomplish organizational objectives/goals

Help produce marketing content that will drive advisor activity

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 family-like 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 hyper-growth 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 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 addition Integrity LLC will provide reasonable accommodations for qualified individuals with disabilities.

Required Experience:

Manager

The RoleThe Transitions Manager will manage the relationship of new financial representatives to Integrity Alliance (IA) and Integrity Advisory Solutions (IAS) from the beginning of the recruiting process through the transition on-boarding process. S/he will help develop leads & determine suitabilit...