Rep Relationship Manager

Insurance Administrative Solutions•Austin, TX

14d

About The Position

The Rep Relationship Manager manages relationships with new financial representatives joining Integrity Alliance and Integrity Advisor Solutions, from the beginning of recruiting through transition and onboarding. The role helps assess representatives’ existing businesses and their cultural alignment with Integrity Wealth, as well as their goals and compliance procedures. It delivers tailored, on-demand training and education to new firms on Integrity policies, procedures, and processes; supports recruiting coordination and follow-up; contributes to onboarding and transition improvements; and assists with recruiting marketing materials.

Requirements

Display Integrity’s 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.
At least 6 years of direct experience working with a broker-dealer, RIA, or in the insurance industry.
Bachelor’s degree from a four-year college and 6–8 years of related experience and/or training; or 5–7 years of related experience and/or training; or an equivalent combination of education and experience.

Nice To Haves

Series 7 and Series 65 or 66 licenses preferred.

Responsibilities

Manage relationships with new financial representatives from recruiting through transition and onboarding.
Deliver customized, on-demand training and education to firms joining Integrity on policies, procedures, and processes.
Assist with and lead projects to identify and implement improvements for the onboarding and transition department.
Coordinate with the Integrity Recruiting team by providing updates, status information, and proactive follow-up.
Assist in developing marketing and related materials for recruiting new advisors to Integrity Wealth.
Perform other duties as assigned.