Financial Sales Representative jobs in United States
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Gradient Financial Group · 1 day ago

Financial Sales Representative

Gradient Financial Group is an independent marketing organization offering fixed annuities and life insurance, and they are seeking a strategic and driven Financial Sales Representative to join their dynamic team. The role involves helping producers grow their businesses, managing a personal prospect list, and achieving recruitment goals to unlock potential success.

ConsultingFinancial Services

Responsibilities

Hit (and crush) your monthly recruitment goals and see your success directly impact your future
Fine-tune your sales skills, sharpen your pitch, and build real momentum that pays off
Manage and grow a personal prospect list filled with top-tier Financial Service Professionals
Use SmartOffice and Drip Marketing for effective outreach
Develop a thorough understanding of Gradient’s companies and services to become a go-to resource
Be ready to jump in, pivot, and grow with new opportunities

Qualification

Sales experienceRecruiting experienceMicrosoft OfficeSmartOfficeRelationship buildingCommunication skills

Required

Experience in recruiting or sales
Sales experience or readiness to learn
Confidence using Microsoft Office, Outlook, and internal systems like Home Office and HQ
Ability to build relationships
Natural ability to connect with others through phone calls or face-to-face interactions

Benefits

Health, dental & vision insurance
Paid time off (PTO) & Volunteer Time Off (VTO)
Hybrid remote work options
401K & life insurance
Flexible schedules & casual dress code
Monthly social activities
Professional development support

Company

Gradient Financial Group

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Gradient Financial Group is a financial solutions firm based in Minnesota.

Funding

Current Stage
Growth Stage

Leadership Team

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Joe Norlin
CFO
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Kristina Walch, RICP®, FLMI
Chief Operating Officer
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Company data provided by crunchbase