Financial Sales Representative

Location: Arden Hills, MN

Job :166

# of Openings:1

Are you passionate about sales and enjoy building strong client relationships? We're looking for a motivated, results-driven professional to identify opportunities, connect with prospective clients, and help grow our business. If you thrive in a fast-paced environment, enjoy exceeding goals, and are committed to delivering an exceptional customer experience, we'd love to hear from you.

Gradient Financial Group is a financial services organization with twelve specialized entities, including Gradient Life Brokerage, which provides life insurance solutions to Financial Services Professionals. We offer access to 24+ carriers to ensure we meet every client’s needs.

• Meet monthly activity goals, including phone dial time and outbound call requirements.
• Prospect and build relationships with potential candidates and clients through phone outreach
• Follow up with prospects in a timely manner and maintain consistent communication throughout the sales process.
• Maintain accurate records of prospect interactions and sales activities in CRM systems.
• Register Financial Services Professionals for training events.
• Collaborate with internal teams to ensure a seamless client and candidate experience.
• Attend required training events and participate in ongoing professional development.
• Consistently work toward achieving individual and team sales goals.
• Provide exceptional customer service by responding to inquiries and resolving issues promptly.
• All other duties as assigned.

• 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
• 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)
• Ability to work in-office four days per week with one remote workday
• Ongoing professional development and training
• A collaborative team that values expertise, initiative, and growth

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 ck out more amazing opportunities here:(Use the "Apply for this Job" box below)..caree