Rep Relationship Manager

integritymarketing; Dallas (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

Integrity is seeking a Rep Relationship Manager to oversee the relationship with new financial representatives from recruitment to onboarding, ensuring alignment with Integrity Wealth and compliance procedures.

The role involves delivering training, supporting onboarding projects, coordinating with recruiting, and developing marketing materials for recruiting new advisors. A strong background in broker-dealer/RIAs and licensing is preferred.

Qualifications

• 6+ years working directly with a broker-dealer, RIA or insurance industry experience.
• Bachelor's degree with 6–8 years related experience or equivalent.
• Series 7, 24 and 65/66 preferred.
• Excellent written and verbal communication skills.
• Strong attention to detail and ability to prioritize in a fast-paced environment.

Responsibilities

• Manage the relationship of new financial representatives from recruitment through onboarding.
• Deliver customized on-demand training to firms on policies and processes for new firms.
• Lead projects to identify and implement onboarding/transition improvements.
• Coordinate with the Recruiting team on updates and follow-ups.
• Assist in developing recruiting marketing materials for Integrity Wealth.

Skills

Communication skills

Customer service experience

Attention to detail

Prioritization

Broker-dealer experience

Education

Bachelor's degree

Tools

Series 7/24/65/66 licenses

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'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.