We are hiring! Registered Representative Transition Specialist - Sales and Education Department
Packerland Brokerage Services, a nationally recognized Broker Dealer and Registered Investment Advisor based in Green Bay, Wisconsin, is expanding! Since 1994, our company has continued to grow and thrive, and we are excited to have talented individuals like you join the Packerland Team! Due to this growth, we are now seeking a Registered Representative Transition Specialist to join our dynamic team. This position will coordinate and lead the onboarding and transition of new representatives to Packerland Brokerage Services. They will be working with potential and newly recruited Representatives to transition their assets as efficiently as possible, acting as the liaison between the representative, the home office, and industry partners during this transition. They will also work with new and existing representatives to identify and resolve not-in-good-order (NIGO) issues, as well as support the Recruiting Department in the ongoing effort to enhance recruiting metrics. The right individual will also have outstanding customer service skills, excel in a fast-paced environment, and present a professional demeanor!
Principal Responsibilities and Daily Percentages of Duties (duties may be modified, or additional duties assigned):
- 20% - Representative Onboarding
- 20% - New Representative Liaison
- 15% - Transition Process Lead
- 10% - Asset Onboarding
- 10% - NIGO (not-in-good-order) Resolution
- 5% - Recruiting Department Support
- High school diploma or equivalent
- 2+ years of broker-dealer/industry experience preferred
- Proficient in MS Office Applications
- Excellent written and verbal communication
- Ability to work as a team as well as independently as needed
- 6/63 Licenses preferred, but none needed upon start
Packerland Brokerage Services offers competitive compensation and benefits.
Packerland Brokerage Services is an Equal Opportunity Employer. If you meet these requirements, email your resume and salary requirements to firstname.lastname@example.org with the subject line Registered Representative Transition Specialist - Sales and Education Department.