Rep Relationship Manager

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.
• Aid and lead projects to identify and implement improvements for onboarding and transition department.
• Aid and 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.

Requirements

• 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.

Skills

• 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.

Benefits

Integrity offers a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.

Pay

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Schedule

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