Insurance Administrative Solutions, L.l.c.
Transitions Manager
Insurance Administrative Solutions, L.l.c., Urbandale, Iowa, United States, 50322
Transitions Manager page is loaded## Transitions Managerlocations:
Urbandale, IAtime type:
Full timeposted on:
Posted 3 Days Agojob requisition id:
JR3544**The Role**The Transitions Manager will manage the relationship of new financial representatives to Integrity Alliance (IA) and Integrity Advisory Solutions (IAS) from the beginning of the recruiting process through the transition on-boarding process. S/he will help develop leads & determine suitability of the representative’s current business and cultural alignment with IA / IAS strategies, goals and compliance procedures. S/he will also be responsible for communicating our value proposition in the marketplace.**Essential Job Functions**, other duties assignedManage the relationship of new financial representatives to IA / IAS from the beginning of the recruiting process through the transition on-boarding process.Establish new relationships and foster existing relationships with financial advisors, through proactive telephone calls, e-mails and participating in industry meetings to develop qualified leads.Assist and lead projects to identify and implement improvements for recruiting and transition department.Assist in growing the Integrity Wealth value proposition in the market place by proactively positioning the firm as a top financial services destination for advisors by attending recruiting events and driving our overall message.Lead the Onboarding, Transition, and training team while working across multiple departments to align with the vision and goals set by the executive leadership teamOther duties as assigned**Knowledge, Skills, and Abilities**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.**Experience and Education****Experience:**Minimum of 6 years working directly with a broker-dealer, RIA or insurance industry experience.**Education:**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.**Licensing:**Series 7, 24 and 65/66 preferredPhysical Requirements: Office PositionTravel: 10% - 15%**CORE Values****Teamwork**We value diverse teams that have a positive attitude and take ownership.**Integrity**We don’t stop until we’re proud. Do the right thing, and be honest and truthful.**Work Ethic**We value hard work, dedication, and commitment.**Customer Service**We are dedicated and we strive to serve customers at our best.Background checks required.**Critical Success Factors**Successfully add qualified producing representatives/advisors to Integrity WealthBuild relationships with national FMO partners to drive qualified new leads to the firmProactively work with new representative through each step of the on-boarding/transition processStrong Leadership and team building skills to work across multiple departments through the onboarding and transition processExcellent communication skills with internal/external members to accomplish organizational objectives/goalsHelp produce marketing content that will drive advisor activity**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** **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, 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.*Founded in 2006, Integrity develops and distributes life and health insurance products and wealth products with carrier partners and markets these products through our vast distribution network. Our omnichannel platform helps provide life and health insurance and wealth management services to Americans to fit their unique needs. Wherever you are in life, the future can be a leap of faith. #J-18808-Ljbffr
Urbandale, IAtime type:
Full timeposted on:
Posted 3 Days Agojob requisition id:
JR3544**The Role**The Transitions Manager will manage the relationship of new financial representatives to Integrity Alliance (IA) and Integrity Advisory Solutions (IAS) from the beginning of the recruiting process through the transition on-boarding process. S/he will help develop leads & determine suitability of the representative’s current business and cultural alignment with IA / IAS strategies, goals and compliance procedures. S/he will also be responsible for communicating our value proposition in the marketplace.**Essential Job Functions**, other duties assignedManage the relationship of new financial representatives to IA / IAS from the beginning of the recruiting process through the transition on-boarding process.Establish new relationships and foster existing relationships with financial advisors, through proactive telephone calls, e-mails and participating in industry meetings to develop qualified leads.Assist and lead projects to identify and implement improvements for recruiting and transition department.Assist in growing the Integrity Wealth value proposition in the market place by proactively positioning the firm as a top financial services destination for advisors by attending recruiting events and driving our overall message.Lead the Onboarding, Transition, and training team while working across multiple departments to align with the vision and goals set by the executive leadership teamOther duties as assigned**Knowledge, Skills, and Abilities**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.**Experience and Education****Experience:**Minimum of 6 years working directly with a broker-dealer, RIA or insurance industry experience.**Education:**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.**Licensing:**Series 7, 24 and 65/66 preferredPhysical Requirements: Office PositionTravel: 10% - 15%**CORE Values****Teamwork**We value diverse teams that have a positive attitude and take ownership.**Integrity**We don’t stop until we’re proud. Do the right thing, and be honest and truthful.**Work Ethic**We value hard work, dedication, and commitment.**Customer Service**We are dedicated and we strive to serve customers at our best.Background checks required.**Critical Success Factors**Successfully add qualified producing representatives/advisors to Integrity WealthBuild relationships with national FMO partners to drive qualified new leads to the firmProactively work with new representative through each step of the on-boarding/transition processStrong Leadership and team building skills to work across multiple departments through the onboarding and transition processExcellent communication skills with internal/external members to accomplish organizational objectives/goalsHelp produce marketing content that will drive advisor activity**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** **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, 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.*Founded in 2006, Integrity develops and distributes life and health insurance products and wealth products with carrier partners and markets these products through our vast distribution network. Our omnichannel platform helps provide life and health insurance and wealth management services to Americans to fit their unique needs. Wherever you are in life, the future can be a leap of faith. #J-18808-Ljbffr