Contracting Specialist: Life & Annuity Focus

Gradient Financial Group; Arden Hills (MN); Hybrid; USD 60,000 - 80,000; Full time

Benefits offered by this job

PTO 4 weeks

9 paid holidays

401(k)

Hybird work schedule

Volunteer time off

Job summary

Gradient Financial Group is seeking a Contracting Specialist to manage the contracting process for existing Financial Services Professionals (FSPs) with life and annuity carriers. You will handle licenses, E&O coverage, direct deposit, and address changes, while keeping stakeholders informed and adhering to service level agreements.

You will collaborate with teams across Gradient, building carrier-specific knowledge and ensuring timely contract completion.

Qualifications

• High School Diploma or GED required.
• Experience in annuity or life insurance preferred.
• Strong attention to detail and accuracy.
• Ability to manage multiple priorities and meet deadlines.
• Effective written and oral communication with stakeholders.
• Ability to work independently and in a team.
• Open to multiple perspectives across Gradient companies.
• Competitive compensation and comprehensive benefits.
• 4 weeks of PTO plus 9 paid holidays.
• Medical, dental, vision, life insurance, and 401(k).
• 8 hours of paid volunteer time off (VTO).
• Hybrid work: in-office four days, one remote day.
• Ongoing professional development and training.
• A collaborative team that values expertise and initiative.

Responsibilities

• Contract Gradient FSPs with annuity and life carriers.
• Manage full contracting process: licenses, E&O, direct deposit, and addresses.
• Provide up-to-date contract status to internal customers via CL status.
• Send contracts within timelines.
• Respond to internal/external emails with SLA adherence.
• Learn carrier/state requirements; escalate to Senior Contracting Specialist as needed.
• Perform other duties as assigned.

Skills

Detail-oriented

Multitasking

Written & verbal communication

Independent worker

Team collaboration

Process adherence

Education

High School Diploma or GED

Job description

Gradient Financial Group is seeking a Contracting Specialist to manage the contracting process for existing Financial Services Professionals (FSPs) with life and annuity carriers. You will handle licenses, E&O coverage, direct deposit, and address changes, while keeping stakeholders informed and adhering to service level agreements.

You will collaborate with teams across Gradient, building carrier-specific knowledge and ensuring timely contract completion.