What are the responsibilities and job description for the Life Central Specialist position at Gradient Insurance Brokerage, LLC?
Gradient Financial Group is a leading financial services company that includes twelve unique entities doing business throughout the country. We’re seeking an energetic crew member for the Life Central Specialist with Gradient Insurance Brokerage. Gradient Insurance Brokerage is an independent marketing organization offering fixed annuities and life insurance.
It’s time to take your career to a higher altitude with the Gradient Financial Group. Visit https://www.careers.gradientfinancialgroup.com/ to learn more about our values, leadership team, career paths, benefits and more!
Here at Gradient, we take our work and our culture seriously. We frequently come together for food days, friendly competitions, volunteering, and other special events. We also prioritize openness and transparency so that you’re always informed when significant decisions and changes are made.
When charting your next route, you may be wondering what to expect. If you take flight with Gradient Insurance Brokerage, we provide:
It’s time to take your career to a higher altitude with the Gradient Financial Group. Visit https://www.careers.gradientfinancialgroup.com/ to learn more about our values, leadership team, career paths, benefits and more!
Here at Gradient, we take our work and our culture seriously. We frequently come together for food days, friendly competitions, volunteering, and other special events. We also prioritize openness and transparency so that you’re always informed when significant decisions and changes are made.
When charting your next route, you may be wondering what to expect. If you take flight with Gradient Insurance Brokerage, 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
- 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
Want some more specifics? If you join the Gradient Insurance Brokerage crew, here’s what you’ll be doing:
- Sales-minded and open to making contacts via phone
- Receive inbound calls from FSPs/Marketers who have life insurance product and plan questions and use independent judgment to make recommendations based on individual customer needs
- Assisting FSPs and marketers with questions regarding life insurance products
- Reaching 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
- Will be lead in handling Talk Desk Chat, use judgement on FSP licensure and product recommendation
- 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
Whether your flight begins at our Minnesota or Kansas office, we’re committed to your ascent to your career’s maximum altitude. We help our employees thrive in their chosen field while also encouraging them to explore other parts of our company and the industry. We’re committed to our crew members in a way that truly shows that at Gradient, the sky really is the limit.
