Insurance Sales Advisor

🕒 Julho 30

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Triad Financial Services, Inc.

SiteLinkedInTodas as Vagas

51 - 200 funcionários

Fundada em 1959

🛡️ Seguros

📦 Logística

🏗️ Construção

Insurance • Logistics • Construction

A Triad Financial Services, Inc. é uma instituição financeira confiável e especializada em empréstimos e financiamentos para casas móveis, modulares e manufaturadas. Com mais de 65 anos de experiência e sede em Jacksonville, Flórida, a Triad oferece originação de empréstimos, refinanciamento, produtos de seguros, serviços de aplicativos e pagamentos online, além de suporte em campo a mutuários, revendedores, instituições financeiras e corretores na maioria dos estados dos EUA. A empresa destaca-se pelo atendimento personalizado, taxas competitivas e processos simplificados para financiamentos de casas manufaturadas.

Descrição

• 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.

🎯 Requisitos

• 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.

🏖️ Benefícios

• 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.