Job description

Gradient Financial Group, LLC is a leading nationwide financial services company consisting of eleven entities. We are seeking a motivated New Business Specialist to join our Gradient Insurance Brokerage team. Gradient Insurance Brokerage, Inc is an independent marketing organization offering fixed annuities and life insurance.

At Gradient, culture matters. On a regular basis, we get together for food days, friendly competitions, and many other special events. Most importantly, our open-door policy means you’re always in the know when it comes to significant decisions and changes.

When it comes to choosing your next destination, you may be wondering what to expect. We provide:

• 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

Now, you’re probably wondering a little more about what we are looking for, so here it is:

• High School Diploma or GED – Required
• Prior insurance or clerical experience – Preferred
• Proficient knowledge of the English language
• Basic skill in editing documents for correct grammar
• Basic skill in talking to others to convey information effectively
• Basic skill in completing assignments accurately and with attention to detail
• Basic skill in ability to manage multiple programs simultaneously
• Basic ability to process and handle confidential information with discretion
• Basic ability to work under pressure and meet close deadlines

Want some more specifics? Here’s what you’ll be doing:

• Provide white glove, concierge level service for all FSPs
• Build and enrich relationships with advisors and marketers
• Provide direct correspondence and support for FSP inquires, including calls and emails

Specialty: Application Review

• Workload will be distributed evenly to each person in department if assigned applications with a minimum expectation of:
• 13 paper applications or 25 Firelight applications per day
• With an error ratio 15% or less
• All applications are to be reviewed same day
• For Firelight applications received by 4:00 p.m. Central Standard Time
• For all other applications received by 2:00 p.m. Central Standard Time
• If in good order, application is to be approved or sent the same day (fax/email/upload/overnight)
• If there are missing requirements, the FSP must be notified the same day

Specialty: Follow-Ups

• Complete 70-80 regular follow-ups with an error ratio of 15% or less
• Complete 40-50 transfer follow-ups with an error ratio of 15% or less
• Miscellaneous mail received must

Specialty: Emails

• Provide direct correspondence and support for FSP inquires, including calls, emails and face-to-face
• All other duties as assigned

Whether you take flight at our Minnesota or Kansas office, Gradient is committed to helping you reach your career’s maximum altitude. We’re proud of our track record of helping our employees reach their potential in their chosen field while also helping them explore other parts of our company and industry. We’re committed to our people in a way that truly shows that at Gradient, the sky really is the limit.

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday

Ability to commute/relocate:

• Arden Hills, MN 55126: Reliably commute or planning to relocate before starting work (Required)

Work Location: One location

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