Transition Specialist

D&D Insurance Agency Inc

Not specified; not specified; competitive compensa...
Not specified
Securities industry experience required
Prior broker-dealer or ria work
Strong attention to detail
D&D Insurance Agency Inc is seeking a Transition Specialist to facilitate the onboarding process for new representatives and advisors, ensuring a seamless transition into the company. The role requires strong customer service skills, attention to detail, and relevant experience in the securities industry

Job Summary

  • The role involves establishing relationships with prospective representatives and guiding them through a complete onboarding process.
  • Candidates must coordinate with various departments to ensure smooth transitions and accurate processing of account packets.
  • Integrity offers a competitive compensation package and a family-like culture focused on protecting life, health, and wealth.

Matching Summary

Match Score: 85

D&D Insurance Agency Inc is seeking a Transition Specialist to facilitate the onboarding process for new representatives and advisors, ensuring a seamless transition into the company. The role requires strong customer service skills, attention to detail, and relevant experience in the securities industry.

Salary

Not specified; Not specified; Competitive compensation package including benefits

Skills & Requirements

Must-have

  • Securities industry experience required
  • Prior broker-dealer or RIA work
  • Strong attention to detail
  • Microsoft Office proficiency
  • Customer service experience

Nice-to-have

  • Marketing experience beneficial
  • Fast-paced environment adaptability
  • Project improvement leadership
  • White glove service mindset

Key Requirements

  • Associate's degree from two-year College
  • 1-3 years related experience in securities
  • Series 7, 24, and 65/65 licensing preferred
  • Minimum 1 year working with broker-dealer or RIA

Work Rights

Not specified

Tailored Resume

Cover Letter