Rep Relationship Manager

Integrity Marketing Group; Austin (TX); On-site; USD 85,000 - 120,000; Full time

Job summary

Integrity Marketing Group is seeking a Rep Relationship Manager to guide new financial representatives from initial recruiting through transition onboarding. You will foster alignment with Integrity Wealth and ensure compliant onboarding processes, delivering tailored training to new firms joining Integrity.

In this role, you will support the recruiting team, coordinate marketing materials for advisor recruitment, and lead projects to improve onboarding efficiency.

Qualifications

• Must display Core Values.
• Excellent written and verbal communication skills.
• Solid customer service experience.
• Strong attention to detail.
• Ability to prioritize in a fast-paced environment.
• Minimum 6 years working directly with a broker-dealer, RIA or insurance industry experience.
• Bachelor's degree 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.

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 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 up’s
• Assist in developing marketing and related materials used for recruiting new advisors to Integrity Wealth.
• Other duties as assigned

Skills

Client relationship management

Excellent written and verbal comms

Attention to detail

Customer service

Time management

Broker-dealer/RIA/insurance experience

Education

Bachelor's degree or equivalent

Series 7/24/65/66 preferred

Job description

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.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’sAssist in developing marketing and related materials used for recruiting new advisors to Integrity Wealth.Other duties as assignedYour 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 preferredAbout IntegrityIntegrity 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.