Insurance Sales Advisor

About us

Triad Financial Services is one of the most established and trusted manufactured-home lenders in the country. We are a growing, industry-leading company known for its strong customer relationships, supportive culture, and commitment to helping sales professionals succeed. Our Insurance Advisors connect with customers at key moments—most often at policy renewal—using a consultative approach that protects customers' homes and assets.

Why This Role Stands Out

• No cold calling. You start with warm, high-intent leads—existing customers who already know and trust Triad.
• Business with strong conversion rates. Our top sales reps convert about one in two conversations into a sale.
• Six-figure earning potential, uncapped. In addition to your base salary, we offer a highly competitive bonus structure. Your total income reflects your results, with no ceiling on what you can earn.
• 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.

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.

Requirements

• 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.

Preferred Qualifications

• 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

• 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.