Advisor Relationship Manager

Integrity; Urbandale (IA); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Competitive compensation package

Family-like work environment

Professional development opportunities

Job summary

Integrity in Urbandale, Iowa is seeking an Advisor Relationship Manager to serve as a key point of contact for clients and provide exceptional customer experiences. Ideal candidates will have two to four years of financial industry experience and strong communication skills.

This role involves supporting clients with brokerage operations and providing training on technological systems. Join Integrity, a leader in life, health, and wealth insurance, and contribute to a culture that prioritizes personal growth and employee support.

Qualifications

• Two to four years of Financial Industry experience is required.
• Associate’s degree or equivalent combination of education and experience.
• Iowa Insurance license required within the first 60 calendar days of employment.

Responsibilities

• Serve as a key contact for customers and resolve complex issues.
• Provide support with brokerage operations and advisory accounts.
• Train clients on various technological systems.

Skills

Effective communication

Customer service experience

Troubleshooting skills

Desire to learn

Education

Associate’s degree or equivalent experience

Two to four years of Financial Industry experience

Tools

CRM (Client Relationship Management) tool

Job description

The Advisor Relationship Manager serves as a liaison to our current clients and team members, guiding functionality and creating memorable customer experiences. Their knowledge base and ability to troubleshoot in the moment helps create an impactful trust and rapport while supporting others. The ideal candidate will seek out additional understanding while acting as a subject matter expert, using multiple forms of media to communicate with our stakeholders confidently and professionally. To be successful, you must have a go‑getter attitude, be an effective communicator, have a constant desire to learn, be quick on your feet when you are thrown a curve ball and have a strong affinity for creating an excellent customer service experience. If you are up for the challenge, come join us and be part of taking BI on a new journey of accelerated growth and success.

Essential Job Functions

• Serve as a key point of contact for customers, clients and other representatives. Handles complex and escalated phone calls from representatives and customers to resolve issues.
• Provide support to our clients in all aspects of their business, including brokerage operations, advisory accounts, transfers, direct business, etc.
• Provide training and support to our clients with the navigation and use of various technological systems associated with the Broker/Dealer.
• Maintain minimum call handling requirements and quality review scores while adhering to assigned work schedule.
• Utilize the CRM (Client Relationship Management) tool to accurately collect records, comments and notes from each call.
• Provide training support internally on department processes and system navigation.
• Participate in special projects as assigned.
• Document and update current procedures to ensure future alignment
• Other duties as assigned.

Experience And Education

• Two to four years Financial Industry experience is required.
• Associate’s degree (A.A.) from an accredited location: or two to four years related experience and/or training; or equivalent combination of education and experience.
• Iowa Insurance license required within first 60 calendar days of employment.

About Integrity

Integrity is one of the nation’s 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 a company you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve 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. Integrity’s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.

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.