Transitions Manager

Transitions Manager page is loaded## Transitions Manager locations:
Urbandale, IAtime type:
Full time posted on:
Posted 3 Days Agojob requisition :
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 assigned

Manage 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 team Other 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 preferred

Physical Requirements:

Office Position Travel: 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 Wealth Build relationships with national FMO partners to drive qualified new leads to the firm Proactively work with new representative through each step of the on-boarding/transition process

Strong Leadership and team building skills to work across multiple departments through the onboarding and transition process

Excellent communication skills with internal/external members to accomplish organizational objectives/goals

Help 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.

Headquar…