Note: The job is a remote job and is open to candidates in USA. Triad Financial Services is a leading company in the manufactured-home lending industry, seeking a high-performing Insurance Sales Advisor. The role involves connecting with existing customers to provide insurance solutions, focusing on policy renewals and ensuring customer satisfaction.
Responsibilities
- Engage warm, existing customers through outbound and inbound outreach, with a focus on policy renewal and other key lifecycle moments
- Lead consultative sales conversations to assess customer needs and recommend appropriate coverage solutions
- Build rapport quickly and guide customers to confident decisions through disciplined follow-up and strong closing skills
- Consistently meet or exceed sales, retention, and performance targets
- Track all activity and pipeline accurately within agency systems and CRM tools
- Maintain full compliance with applicable insurance regulations and internal standards
Skills
- 2–5+ years of proven sales success, including demonstrated quota attainment
- A strong closer with a competitive, results-driven mindset
- Excellent communication and relationship-building skills
- Ability to thrive in a high-volume, metrics-driven environment
- Coachable, adaptable, and committed to continuous improvement
- Active insurance license in good standing (strong preference for someone currently licensed)
- Prior insurance sales experience
- Background in financial services, mortgage, banking, inside sales, or customer retention
Benefits
- Work from home. Enjoy the flexibility and convenience of a fully remote role.
- Ongoing coaching and training. Continuous, hands-on development designed to help you perform at your best.
- 401(k) with employer match – flexible contribution options, diverse investment choices, and access to loans or hardship distributions.
- Comprehensive health coverage – medical, dental, and vision, plus an employee assistance program for physical, mental, and financial well-being.
- Generous paid time off – vacation and personal time, with additional leave for philanthropy, bereavement, military, and jury duty.
- Ongoing training and education – development and career-growth opportunities at every step.
- Tuition reimbursement – invest in your education and unlock new career opportunities.
- Rewards and recognition – celebrate wins through Triad's peer-recognition platform.
Company Overview