Specialist, Insurance, Insurance Sales

Overview

Life Central Specialist role at Gradient Financial Group.

$50,000.00/yr - $60,000.00/yr

Base pay range provided by Gradient Financial Group; actual pay based on skills and experience. Discuss with recruiter to learn more.

Gradient Financial Group is a leading financial services company that includes twelve unique entities doing business throughout the country. Gradient Insurance Brokerage is an independent marketing organization offering fixed annuities and life insurance.

• Sales-minded and open to making contacts via phone
• Receive inbound calls from FSPs/Marketers with life insurance product and plan questions and provide recommendations based on customer needs
• Assist FSPs and marketers with questions regarding life insurance products
• Reach out to interested FSPs or marketers who have inquired for help
• Provide a positive customer experience with excellent customer satisfaction
• Meet productivity goals on a daily, weekly, monthly and annual basis
• Update customer file in CRM with summary of interaction
• Assist with trainings for FSPs/Marketers on products both new and current
• Lead in handling Talk Desk Chat, assess licensure and product recommendation as appropriate
• Continual personal training regarding client correspondence, processes, procedures, compliance
• Continual personal training on products both new and current
• Provide case design, including development of illustrations and reports for informational purposes
• Provide case redesign based on progression of case/appointment process for informational purposes
• Provide general case illustration support
• Maintain a strong working knowledge of life insurance products and where they fit for illustration purposes
• Identify case design opportunities to provide referrals to Gradient companies
• All other duties as assigned

• High School Diploma or GED – Required
• Sales or recruiting experience – Preferred
• 1+ years of experience working with life insurance – Required
• Basic product knowledge and experience – Required
• Illustrations experience – Preferred
• Working knowledge of life insurance products
• Proficient knowledge of office procedures and of spelling, grammar, punctuation, and arithmetic
• Proficient knowledge of the English language, written and oral
• Proficient skill in Microsoft Office and Outlook programs, and annuity research programs
• Proficient customer service skills
• Proficient organizational and time-management skills
• Proficient skill in completing assignments accurately and with attention to detail
• Proficient skill in talking to others to convey information effectively
• Proficient research skills
• Proficient analytical, critical thinking, and problem-solving skills
• Proficient collaboration skills
• Ability to set and achieve goals
• Working ability to make product recommendations to financial service professionals
• Working ability to recognize, analyze, and solve a variety of problems
• Competent ability to work under pressure and meet close deadlines
• Competent ability to communicate effectively in writing as appropriate for the needs of the audience
• Ability to handle difficult and stressful situations with professional composure
• Ability to maintain effective interpersonal relationships
• Ability to understand and follow instructions
• Ability to juggle multiple priorities and think proactively

• Health insurance
• Dental insurance
• Vision insurance
• Paid time off (PTO)
• Volunteer time off (VTO)
• Hybrid remote work options
• 401K
• Life Insurance
• Flexible schedules
• Monthly Social Activities
• Casual dress code
• Professional development

• Seniority level:
  Entry level
• Employment type:
  
  Full-time
• Job function:
  Other