Advisor Onboarding & Transition Specialist

Insurance Administrative Solutions, L.l.c.; Urbandale (IA); On-site; USD 45,000 - 60,000; Full time

Job summary

A leading insurance services company in Urbandale, Iowa is seeking a Transition Specialist to facilitate the onboarding of new representatives. The role requires excellent customer service, attention to detail, and the ability to prioritize tasks in a dynamic environment. Candidates should have an Associate's degree and prior experience in the Securities industry. The position offers competitive compensation with benefits aimed at supporting employees and their families.

Qualifications

• Must have prior Securities industry experience.
• 1 year working directly with broker-dealer, RIA, or insurance.
• Prior customer service and marketing experience is beneficial.

Responsibilities

• Become the main contact for new reps/advisors during onboarding.
• Coordinate training schedules for all departments.
• Assist with paperwork for transitioning accounts.

Skills

Customer service experience

Attention to detail

Written and verbal communication skills

Education

Associate's degree

Tools

Microsoft Office

Job description

A leading insurance services company in Urbandale, Iowa is seeking a Transition Specialist to facilitate the onboarding of new representatives. The role requires excellent customer service, attention to detail, and the ability to prioritize tasks in a dynamic environment. Candidates should have an Associate's degree and prior experience in the Securities industry. The position offers competitive compensation with benefits aimed at supporting employees and their families.