- Location
- BRI/BIFS - Urbandale, IA, United States of America
- Type
- Full-time
- Education
- Associate
- Source
- Workday
Description
About Integrity Wealth
Integrity Marketing Group, LLC (“Integrity”), a leading distributor of life and health insurance, and provider of wealth management and retirement planning solutions, today announced the official brand launch of Integrity Wealth. With more than $46 billion in assets under management and advisement and an extensive network of wealth advisors across all 50 states, Integrity Wealth is already a strong and respected leader in the industry. The formal launch of the Integrity Wealth brand brings together Integrity’s formidable and diverse wealth-focused partner firms to more comprehensively work with the company’s Life and Health divisions in delivering truly holistic life, health and wealth solutions to millions of American consumers throughout their lifetime.
Integrity Wealth, in combination with Integrity’s pillars of Life and Health, brings transformative change to the industry as it empowers agents and advisors to access comprehensive capabilities within partner affiliates to expand integrated solutions. Consumers will benefit greatly as they gain access, through their wealth advisors and insurance agents, to more wide-ranging and cross-functional guidance, extensive products and effective planning solutions. This innovative integrated approach is designed to support the full range of financial well-being — from health and life insurance to retirement and financial planning.
Job Summary
Excellent opportunity to join a growing and expanding financial services team looking to develop exceptional talent. The Systems and Process Trainer is responsible for providing technology demos to prospective financial representatives and ensuring they receive the ongoing support necessary to be successful. This person would conduct presentations, provide direction on system utilization and be the go to person for frequently asked questions. A successful candidate will be able to showcase a variety of system features, enhance the transition experience, and maintain a professional demeanor with stakeholders.
Primary Responsibilities:
Provide virtual and in-person technology demos to prospective Registered Reps and Investment Advisor Representatives.
Provide in-depth training to financial representatives on the technology offerings of Integrity Wealth (Business Builder, Docupace, Nexus, AdMaster, Salentica, and Black Diamond).
Assisting in technology onboarding processes to ensure proficiency of Integrity Wealth resources.
Communicate with financial professionals regarding their business to properly train and coach during onboarding.
Cross-functional involvement with other departments to ensure accurate information is provided and open communication throughout teams.
Coordinate a variety of departments within firm to connect representatives and advisors with proper support.
Coordinate with business partners to ensure the best customer service to the new registered representative and advisors as well as establishing a training schedule for each of these departments to create a smooth and timely transition.
Update and maintain documentation and training modules ensuring continued compliance and timeliness.
Primary Skills & Requirements:
1-3 years of financial services background
Associate's degree (A.A.) from a two-year college or university or equivalent combination of education and experience.
Experience in Docusign, Docupace, Fidelity, Charles Schwab and NetX360 preferred
Ability to identify, weigh and convey potential risks.
Ability to communicate effectively with all levels of management.
Maintains high standards of confidentiality of all information.
Ability to work independently and in a team environment.
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 offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At 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.com.
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.
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 offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At 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.com.
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.
