About this role
Advisor Relationship Manager at Integritymarketing. Location: Urbandale or Dallas. Role: handling calls, providing support, documenting records Requirements: 2–4 years financial industry experience, associate’s degree or equivalent preferred, Iowa insurance license within 60 days, CRM proficiency, strong communication and troubleshooting skills. Category: Customer Service Seniority: Entry Level Tools: CRM Certifications: iowa insurance Commitment: Full Time Workplace: Onsite Languages: English