Rep Relationship Manager

Insurance Administrative Solutions, L.l.c.; Austin (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

Integrity, LLC is seeking a Rep Relationship Manager to manage the relationship of new financial representatives from recruitment through onboarding. You will help determine suitability and alignment with Integrity Wealth and compliance procedures.

Responsibilities include onboarding training, coordinating with recruiting, and developing marketing materials to recruit advisors, with other duties as assigned. A strong background in broker-dealer/RIA/insurance is required.

Qualifications

• 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.
• 6+ years working directly with a broker-dealer, RIA or insurance industry experience.
• Bachelor's degree from four-year college and 6-8 years related experience and/or training; or 5-7 years related experience and/or training; or equivalent combination of education and experience.
• Series 7, 24 and 65/66 preferred.

Responsibilities

• Manage the relationship of new financial representatives to Integrity from the beginning of the recruiting process through the transition onboarding process.
• Deliver customized and on-demand training and education to firms on policies, procedures, and processes for new firms joining Integrity Wealth.
• Assist and lead projects to identify and implement improvements for onboarding and transition department.
• Assist & coordinate with the Integrity Recruiting team with updates, status and proactive follow ups.
• Assist in developing marketing and related materials used for recruiting new advisors to Integrity Wealth.
• Other duties as assigned.

Skills

Core values

Communication skills

Customer service

Attention to detail

Prioritization

Broker-dealer/RIA/insurance experience

Education

Bachelor's degree

Series 7/24/65/66 preferred

Job description

Job Summary

Job Summary: The Rep Relationship Manager will manage the relationship of new financial representatives to Integrity Alliance and Integrity Advisor Solutions from the beginning of the recruiting process through the transition on-boarding process. S/he will help determine suitability of the representative’s current business and cultural alignment with Integrity Wealth, goals and compliance procedures.

Responsibilities

Let’s talk job responsibilities: Manage the relationship of new financial representatives to Integrity from the beginning of the recruiting process through the transition on-boarding process. Deliver customized and on-demand training and education to firms on policies, procedures, and processes for new firms joining Integrity. Assist and lead projects to identify and implement improvements for onboarding and transition department. Assist & coordinate with the Integrity Recruiting team with updates, status and proactive follow up’s Assist in developing marketing and related materials used for recruiting new advisors to Integrity Wealth. Other duties as assigned.

Your experience and skills

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. Minimum of 6 years working directly with a broker-dealer, RIA or insurance industry experience. Bachelor's 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. Series 7, 24 and 65/66 preferred.

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 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. Please note that all official communications from Integrity will come from @integrity.com or Workday domains. Founded in 2006, Integrity develops and distributes life and health insurance products and wealth products with carrier partners and markets these products through our vast distribution network. Our omnichannel platform helps provide life and health insurance and wealth management services to Americans to fit their unique needs. Wherever you are in life, the future can be a leap of faith.