Financial Sales Representative

Job Description

Job Description

Ready to kickstart your career in financial services with a team that’s energetic, driven, and invested in your growth? If you’re competitive, people-oriented, and excited by the idea of building relationships, developing sales skills, and learning from experienced mentors, this could be the perfect fit for you.

In this role you’ll connect with professionals across the country, build confidence through high-energy outreach, and gain hands-on experience in a fast-paced environment that rewards initiative and hustle. Along the way, you’ll receive coaching, training, and real-world exposure to the financial services industry.

 

Gradient Financial Group is a financial services organization with twelve specialized entities, including Gradient Insurance Brokerage, which offers fixed annuities and life insurance solutions.

 

What You’ll Do

• Meet monthly recruiting expectations through proactive outbound outreach
• Meet monthly activity goals, including high-volume phone outreach and performance metrics
• Attend all required training events
• Register Financial Services Professionals for training events
• Perform all other duties as assigned

What you Bring

• High School Diploma or GED – Required
• Previous customer service experience – Preferred
• Previous financial services industry experience – Preferred
• Basic knowledge of annuities, insurance, securities, and investment advisory products and services - Preferred
• Grit and a coachable attitude
• Proficient organizational skills

 

Our Benefits

• Competitive compensation and comprehensive benefits
• 4 weeks of accrued PTO, plus 9 paid holidays
• Medical, dental, vision, life insurance, and 401(k)
• 8 hours of paid volunteer time off (VTO)
• Ongoing professional development and training
• A collaborative team that values expertise, initiative, and growth

 

Why You’ll Love Working Here

At Gradient, we set high expectations, but we back them with support, collaboration, and opportunities to grow. If you’re positive, driven, and enjoy working alongside motivated teammates, you’ll feel right at home. Check out more amazing opportunities here: 

\nCompany Description

Gradient Insurance Brokerage, LLC (GIB) is an independent marketing organization offering fixed annuities and life insurance. GIB maintains a distinct separation of life and annuity products to ensure dedicated and specialized attention, and Gradient Life Brokerage focuses on life insurance.

Company Description

Gradient Insurance Brokerage, LLC (GIB) is an independent marketing organization offering fixed annuities and life insurance. GIB maintains a distinct separation of life and annuity products to ensure dedicated and specialized attention, and Gradient Life Brokerage focuses on life insurance.