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About the Role
The Rep Relationship Manager will manage relationships with new financial representatives, guiding them from recruitment through onboarding. This role involves assessing the suitability of a representative's business and cultural alignment with Integrity Wealth's goals and compliance standards.
Responsibilities
- Manage the relationship of new financial representatives from recruitment through onboarding.
- Deliver customized training and education on policies, procedures, and processes to new firms.
- Assist and lead projects to improve the onboarding and transition department.
- Coordinate with the Integrity Recruiting team on updates, status, and follow-ups.
- Assist in developing marketing materials for recruiting new advisors.
- Perform other duties as assigned.
Requirements
- Must display Core Values.
- Minimum of 6 years of experience in a broker-dealer, RIA, or insurance industry.
- Bachelor's degree and 6-8 years of related experience, or 5-7 years of related experience, or equivalent combination of education and experience.
- Series 7 and 65/66 preferred.
Skills
- Excellent written and verbal communication skills.
- Solid customer service experience.
- Strong attention to detail.
- Ability to prioritize and work in a fast-paced environment.
Location
- Dallas, Texas
Work Type
- Full-time
Experience Level
- 6+ years
Education Level
- Bachelor's degree
Benefits
- Competitive compensation package
- Benefits that make work more fun
- Benefits that give you and your family peace of mind
About the Company
- Integrity is a leading independent distributor of life, health, and wealth insurance products with a strong insurtech focus.
- Integrity's purpose is to help people protect their life, health, and wealth.
- Integrity offers a rewarding, cutting-edge, and family-like work environment.
- Integrity is a hyper-growth company with professional development opportunities.
- Integrity is headquartered in Dallas, Texas, and serves clients nationwide through independent agents.
- Integrity supports hundreds of thousands of independent agents serving millions of clients.
Equal Opportunity
- 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.
- Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.