What are the responsibilities and job description for the Financial Sales Representative position at Gradient Financial Group?
Join Gradient Investments and Advisors: Helping connect people to a confident financial future
We're looking for a strategic and driven Financial Sales Representative to join our dynamic team If you're excited about helping independent financial service professionals grow their businesses, we want to hear from you
What's In It For You – Your Path to Big Wins Starts Here
- Uncapped opportunity to grow your numbers – Hit (and crush) your monthly recruitment goals and see your success directly impact your future.
- Master the power of connection – With high-volume activity goals, you'll fine-tune your sales skills, sharpen your pitch, and build real momentum that pays off.
- Real impact, real relationships – Every connection you make helps independent financial professionals build stronger businesses, and that's a win you'll feel every day.
- The tools to help you thrive – From marketing automation to CRM systems and advisor support platforms, you'll have everything you need to work smarter, not harder
- A team that has your back – You'll be part of a supportive, high-energy environment that celebrates wins, shares ideas, and keeps things fun along the way.
- Stay agile, stay ahead – Be ready to jump in, pivot, and grow with new opportunities as they come your way.
What You Bring to Win Big at Gradient
- Proven hustle – Whether it's sales, recruiting, or customer service, you've shown you can hit goals, stay organized, and drive results.
- Advisor-focused mindset – You're passionate about helping financial professionals grow their businesses.
- Tech confidence – You're comfortable navigating Microsoft Office, Outlook, CRM systems, and new internal tools that keep your workflow smooth and efficient.
- Relationships are your superpower – Whether you're just getting started or already a relationship-builder, we'll help you sharpen this skill and turn connections into conversions.
- You connect naturally – Whether it's a phone call or a face-to-face, you know how to engage, build trust, and keep the conversation flowing.
Why Join the Gradient Family of Companies?
At Gradient, we're more than just about the work — we're dedicated to fostering a culture of building relationships and bringing back the human element. Plus, we've got great benefits:
- Health, dental & vision insurance
- Paid time off (PTO) & Volunteer Time Off (VTO)
- 401K, employer match & life insurance
- Hybrid remote work options, flexible schedules & casual dress code
- Monthly social activities: food days, friendly competitions, social events, volunteering
- Professional development support
Ready for Takeoff?
At Gradient, we're committed to giving you the tools, training, and flexibility to soar to new heights in your career. The sky is the limit here — let's go higher together To learn more about our team and values, check out:
Careers Page
Gradient Gives Back
If you feel like we would be a good fit for each other, apply now