Transition Specialist

Integrity; Austin (TX); On-site; USD 60,000 - 85,000; Full time

Job summary

Integrity is seeking a Transition Specialist in the Austin, TX area to establish relationships with prospective representatives/advisors and serve as the go-to for their transitions. You will train new reps/advisors on our systems and coordinate with departments to ensure smooth onboarding.

The role involves leading onboarding, creating tracking systems, and maintaining updated forms and processes across locations. Prior securities industry experience and Series 7/24/65/66 are preferred.

Qualifications

• Must display Core Values.

Responsibilities

• Become the main point of contact for any new reps/advisors to lead them through the onboarding process.
• Coordinate with business partners to ensure the best customer service to the new registered representative and advisors and establish a training schedule for each department for a smooth transition.
• Assist the new reps and advisors with creating form packets to move the book of business to Integrity Wealth.
• Review newly submitted transitioning account packets for accuracy and forward for processing.
• Assist the transitioning advisor with broker-dealer change requests, maintaining tracking and forwarding for processing.
• Create and maintain a tracking system for all new recruits.
• Create and maintain an onboarding process that provides white glove service.
• Update forms with required changes and ensure updates across locations.
• Lead projects to improve onboarding and transition processes.

Skills

Core values

Prioritize in fast-paced environment

Attention to detail

Customer service experience

Written and verbal communication

Microsoft Office

Education

Associate's degree

Series 7/24/65/66 preferred

Tools

Microsoft Office

Job description

The Role

This Transition Specialist is responsible for establishing a relationship with prospective representatives/advisors and be that go to person for their entire transition. This person would also help train the new representative/advisor on our systems and coordinate with each department for their proper training to create a smooth transition.

The Role

This Transition Specialist is responsible for establishing a relationship with prospective representatives/advisors and be that go to person for their entire transition. This person would also help train the new representative/advisor on our systems and coordinate with each department for their proper training to create a smooth transition.

Essential Job Functions, Other Duties Assigned

• Become the main point of contact for any new reps/advisors to lead them through the on boarding process.
• Coordinate with business partners to ensure the best customer service to the new registered representative and advisors as well as establish a training schedule for each of these departments to create a smooth and timely transition.
• Assist the new reps and advisors with creating the appropriate form packets to move the book of business to Integrity Wealth.
• Review newly submitted transitioning account packets for accuracy and completeness and forward appropriately for processing.
• Assist the transitioning advisor with the change of broker-dealer requests, including maintaining the tracking mechanism and forwarding appropriately for processing.
• Create, implement, and maintain a tracking system for all new recruits.
• Create, implement, and maintain an onboarding process that provides the new representatives/advisors with the white glove service.
• Update and maintain all forms with any required changes.
• Ensure new forms are updated for all locations including the website and workflow systems.
• Assist and lead projects to identify and implement improvements for onboarding and transition department.

Knowledge, Skills, And Abilities

• Must display Core Values
• Ability to prioritize and work in a fast-paced environment
• Strong attention to detail
• Solid customer service experience
• Excellent written and verbal communication skills
• Strong knowledge of Microsoft Office

Experience and Education

Associate's degree (A. A.) from two-year College and 1 – 3 years related experience and/or training; or two to four years related experience and/or training; or equivalent combination of education and experience.

Must have prior Securities industry experience.

At least 1 year working directly with a broker-dealer, RIA or insurance. Prior customer service and marketing experience is beneficial.

Education

Associate's degree (A. A.) from a two-year College.

Licensing

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! 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.