Top 156 Transition service specialist Jobs in Iowa

Transition Specialist
Integrity Marketing Group —Urbandale, IA
- Full-time
- Customer service
- Mid-level
- 1 year
Quick Apply
Financial Advisor - Abide Wealth Advisors
Thrivent —Sioux City, IA
- $90,198 - $165,000 a year
- Full-time
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
Quick Apply
Automotive Sales Specialist (Smart Luxury)
Smart Luxury —Davenport, IA
- Full-time
- Clean driving record
- Dealership
- High school diploma or GED
- Health insurance
- Dental insurance
Quick Apply
iJAG Out-of-School Specialist, Oakmont, Davenport
iJAG —Davenport, IA
- $49,000 - $53,000 a year
- Full-time
- School experience
- Classroom
- No high school diploma
- Health insurance
- Paid time off
Quick Apply
iJAG Career Education Specialist, 9-12, Des Moines Public Schools
iJAG —Des Moines, IA
- Full-time
- School experience
- Classroom
- Mid-level
Quick Apply
iJAG Career Education Specialist 10/11, WDM Valley HS
iJAG —West Des Moines, IA
- $49,000 - $53,000 a year
- Full-time
- School experience
- Classroom
- Mid-level
- Health insurance
- Paid time off
Quick Apply
iJAG Career Education Specialist 11/12, South Hamilton HS
iJAG —Jewell, IA
- $49,000 - $53,000 a year
- Full-time
- School experience
- Classroom
- Mid-level
- Health insurance
- Paid time off
Quick Apply
6d
iJAG Out-of-School Specialist, Oakmont, Davenport
iJAG —Davenport, IA
- $49,000 - $53,000 a year
- Full-time
- School experience
- Classroom
- Mid-level
- Health insurance
- Paid time off
Quick Apply
Automotive Sales Specialist (Smart Honda)
Smart Honda of Davenport —Davenport, IA
- Full-time
- Clean driving record
- Dealership
- High school diploma or GED
- Health insurance
- Dental insurance
Quick Apply
Eligibility Specialist
Firstsource Transaction Services, LLC —Mason City, IA
- $16 - $20 an hour
- Full-time
- Customer service
- Ability to walk for extended periods
- Computer literacy
- Health insurance
- Dental insurance
Quick Apply
iJAG Career Education Specialist 9/10, Fort Dodge HS
iJAG —Fort Dodge, IA
- $49,000 - $53,000 a year
- Full-time
- School experience
- Classroom
- Mid-level
- Health insurance
- Paid time off
Quick Apply
6d
iJAG Out-of-School Specialist, Oakmont, Davenport
iJAG —Davenport, IA
- $49,000 - $53,000 a year
- Full-time
- Classroom
- Mid-level
- Master's degree
- Health insurance
- Paid time off
Quick Apply
Clinical Operations Specialist
StoryPoint —Des Moines, IA
- Mid-level
- 3 years
- Analysis skills
Quick Apply
3d
Customer Experience Specialist ($17–$21/hr)
Synapse Health —Newton, IA
- $17 - $21 an hour
- HIPAA
- Office
- Organizational skills
- Disability insurance
- Health insurance
Quick Apply
iJAG Out-of-School Specialist, Great Oaks Charter School
iJAG —Des Moines, IA
- $49,000 - $53,000 a year
- Full-time
- Mid-level
- Master's degree
- Education
- Health insurance
- Paid time off
Quick Apply
Clinical Operations Specialist
StoryPoint —Fort Dodge, IA
- Mid-level
- 3 years
- Analysis skills
Quick Apply
3d
Cardiovascular Surgical RN Evenings (No Weekends)
MercyOne —Des Moines, IA
- Full-time
- Nursing
- Medication administration
- Surgery
Quick Apply
ICU RN - Intensive Care Unit Registered Nurse
MercyOne —Waterloo, IA
- 12 hour shift
- Nursing
- Medication administration
- RN License
Quick Apply
Transition Specialist
Elevate CCBHC —Oskaloosa, IA
- $23 - $26 an hour
- Full-time
- Mid-level
- Driver's License
- Experience working with children
- Dental insurance
- Paid time off
Quick Apply
6d
Neuro ICU RN
MercyOne —Des Moines, IA
- 12 hour shift
- Nursing
- Medication administration
- RN License
Quick Apply

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Transition Specialist

Integrity Marketing Group -
Urbandale, IA

Quick Apply

Job Details

Full-time

Qualifications

Experience at securities companies

Full Job Description

The Role

This Transition Specialist is responsible for establishing a relationship with prospective representatives/advisors and be that go to person for their entire transition. This person would also help train the new representative/advisor on our systems and coordinate with each department for their proper training to create a smooth transition.

Essential Job Functions, other duties assigned

Become the main point of contact for any new reps/advisors to lead them through the on boarding process. 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.

Assist the new reps and advisors with creating the appropriate form packets to move the book of business to Integrity Wealth. Review newly submitted transitioning account packets for accuracy and completeness and forward appropriately for processing. Assist the transitioning advisor with the change of broker-dealer requests, including maintaining the tracking mechanism and forwarding appropriately for processing.

Create, implement, and maintain a tracking system for all new recruits. Create, implement, and maintain an onboarding process that provides the new representatives/advisors with the white glove service.

Update and maintain all forms with any required changes. Ensure new forms are updated for all locations including the website and workflow systems.

Assist and lead projects to identify and implement improvements for onboarding and transition department.

Knowledge, Skills, and Abilities

Must display Core Values

Ability to prioritize and work in a fast-paced environment

Strong attention to detail

Solid customer service experience

Excellent written and verbal communication skills

Strong knowledge of Microsoft Office

Experience and Education

Experience:

Associate's degree (A. A.) from two-year College and 1 – 3 years related experience and/or training; or two to four years related experience and/or training; or equivalent combination of education and experience.

Must have prior Securities industry experience.

At least 1 year working directly with a broker-dealer, RIA or insurance. Prior customer service and marketing experience is beneficial.

Education:

Associate's degree (A. A.) from a two-year College.

Licensing:

Series 7, 24 and 65/66 preferred

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.

Quick Apply

Refine Your Search

transition service specialist jobs in iowa

Transition Specialist

Financial Advisor - Abide Wealth Advisors

Automotive Sales Specialist (Smart Luxury)

iJAG Out-of-School Specialist, Oakmont, Davenport

iJAG Career Education Specialist, 9-12, Des Moines Public Schools

iJAG Career Education Specialist 10/11, WDM Valley HS

iJAG Career Education Specialist 11/12, South Hamilton HS

iJAG Out-of-School Specialist, Oakmont, Davenport

Automotive Sales Specialist (Smart Honda)

Eligibility Specialist

iJAG Career Education Specialist 9/10, Fort Dodge HS

iJAG Out-of-School Specialist, Oakmont, Davenport

Clinical Operations Specialist

Customer Experience Specialist ($17–$21/hr)

iJAG Out-of-School Specialist, Great Oaks Charter School

Clinical Operations Specialist

Cardiovascular Surgical RN Evenings (No Weekends)

ICU RN - Intensive Care Unit Registered Nurse

Transition Specialist

Neuro ICU RN

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