Minimum of 6 years in broker-dealer, RIA, or insurance industry
Bachelor's degree or equivalent experience
Excellent written and verbal communication skills
Solid customer service experience
Strong attention to detail
Ability to prioritize in a fast-paced environment
Core Values alignment essential
Responsibilities
Manage relationships of new financial representatives from recruitment to onboarding
Deliver tailored training on policies and procedures for new firms
Lead projects to enhance onboarding and transition processes
Coordinate with the Integrity Recruiting team for updates and follow-ups
Develop marketing materials for recruiting new advisors
Benefits
Comprehensive training and development opportunities
Supportive team environment
Opportunities for career advancement
Access to industry-leading resources
Flexible work arrangements
Full 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 and 65/66 preferred
About Integrity Marketing Group
Integrity Marketing Group is the nation?s leading independent distributor of life and health insurance products focused on serving the Senior Market. Founded in 2006, Integrity develops and distributes life and health insurance products with insurance carrier partners and markets these products through its distribution network, which includes other large insurance agencies located throughout the country that have a significant presence in the Senior Market. Integrity?s platform provides a highly scalable and efficient distribution model that enables its insurance carrier partners to reach the Senior Market through its distribution network. Integrity has over 5,000 employees located in offices across the country.
