Gradient Securities : Prospective Representatives
Gradient Securities Highlights
With any broker/dealer, your true compensation is a factor of both the payout you receive and the impact your firm affiliation has on your other businesses. You will maximize your compensation with these benefits:
- No haircut on fixed insurance product sales
- Progressive payout schedule, including transition support incentives
- Expansive product family that gives you the freedom to choose (Series 6 selling agreements)
- Common-sense compliance practices
Affiliation & Practice Management Support
Your annual affiliation fee includes valuable practice-management components that provide you with a solid foundation to build upon.
- Group E&O coverage
- State fees for resident state
- E-mail archival system
- Consolidated Advisor (proprietary customer relationship management system) discount
Prospecting & Marketing Solutions
The biggest challenge that most representatives consistently face is getting in front of quality prospects. As a representative with Gradient Securities, you have access to dozens of systems tailored to your needs:
- Online Marketing Accountability Program (MAP)
- Representative Action Plan
- Pre-approved prospecting systems and point-of-sale pieces
- Pre-built, pre-approved media: seminars, direct mail, etc.
- Optional marketing services available for purchase through Gradient Positioning Systems (GPS)
Sales & Technical Support
We give you the tools you need to close more sales and present a professional image to your clients. You can rely on our full team of professionals for the right answers.
- 3-appointment process, including point-of-sale tools
- Morningstar support services
- CPA support (2 hours per month included); optional additional services on an hourly fee basis
- Advanced sales support
- Access to GPS Software Suite
Training & Guidance
Your assigned Gradient Securities business consultant will serve as your guide to success.
- Sample case analyses training tools
- Morningstar reference guide
- Live and recorded webinar library
- Sales growth program for representatives
- Access to bi-monthly town hall meetings
- Ongoing sales and compliance webinars
