Transition Specialist

Integrity · Urbandale, IA · 2 mo ago

OTHRFull-time

About the role

This Transition Specialist is responsible for establishing a relationship with prospective representatives/advisors and being that go-to person for their entire transition. This person will 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

Become the main point of contact for any new reps/advisors to lead them through the onboarding process.
Cook up a training schedule for each department to ensure a smooth and timely transition.
Aid 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.
Aid 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.
Aid and lead projects to identify and implement improvements for onboarding and transition department.

Knowledge, Skills, And Abilities

Display Core Values
Display Strong attention to detail
Display Solid customer service experience
Display Excellent written and verbal communication skills
Display Strong knowledge of Microsoft Office

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. 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.

Benefits

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.