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Relationship Manager
Integrity Marketing Group LLCRep Relationship Manager managing recruitment and onboarding of new financial representatives for Integrity's insurance products. Providing training and support to ensure compliance and alignment.
About the role
Key responsibilities & impact- 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
Requirements
What you’ll need- 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, 24 and 65/66 preferred
- 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
Benefits
Comp & perks- Competitive compensation package
- Benefits that make work more fun
- Peace of mind for you and your family
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
onboardingtrainingproject managementmarketing materials development
Soft Skills
communicationcustomer serviceattention to detailprioritizationorganizational skills
Certifications
Series 7Series 24Series 65Series 66