Commissions Advisor

Commissions Advisor

Urbandale, IA

Position Summary

The Commission Advisor is responsible for the accurate processing, review, and reconciliation of broker and advisor commission data within a broker-dealer environment. This role supports timely commission payouts by performing detailed data entry, reviewing commission holds, and ensuring compliance with firm policies, contractual terms, and regulatory requirements.

Key Responsibilities

• Perform accurate and timely data entry of commission-related information into internal systems, including trades, production data, adjustments, and corrections

• Review and analyze commission holds, identifying the reason for holds and ensuring proper resolution in accordance with firm policies

• Monitor commission reports to verify accuracy, completeness, and consistency across multiple systems

• Investigate discrepancies, breaks, or exceptions related to commissions and escalate issues as needed

• Maintain detailed documentation supporting commission calculations, holds, and releases

• Assist with the release of commissions once hold conditions are satisfied and approvals are obtained

• Collaborate with Operations, Compliance, Sales, and Finance teams to resolve commission-related inquiries

• Ensure commission processing adheres to broker-dealer policies, advisor compensation agreements, and regulatory requirements

• Support internal and external audits by providing schedules, reports, and supporting documentation

• Participate in periodic system testing, process improvements, and ad hoc commission-related projects

Required Qualifications

• Associate’s or bachelor’s degree in accounting, Finance, Business, or a related field, or at least 1 year of equivalent experience

• Prior experience in commission processing, data entry, or financial operations preferred

• Experience working in a broker-dealer or financial services environment strongly preferred

• High attention to detail with strong data accuracy and reconciliation skills

• Ability to work with large volumes of transactional data

• Proficiency in Microsoft Excel and commission or accounting systems

• Strong organizational skills and ability to meet deadlines in a high-volume environment

Preferred Skills & Competencies

• Understanding of broker-dealer operations and advisor compensation structures

• Familiarity with commission holds related to licensing, compliance, chargebacks, or regulatory requirements

• Analytical mindset with the ability to identify trends and resolve discrepancies

• Clear written and verbal communication skills

• Ability to handle sensitive financial information with confidentiality

Work Environment

• Office environment

• Cross-functional collaboration with Finance, Operations and Compliance

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.