Insurance Sales Advisor

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Triad Financial Services, Inc.

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 1959

🛡️ Insurance

📦 Logistics

🏗️ Construction

Insurance • Logistics • Construction

Triad Financial Services, Inc. is a trusted, specialized lender focused on mobile, modular, and manufactured home loans and mortgages. With over 65 years of experience and headquarters in Jacksonville, Florida, Triad provides loan origination, refinancing, insurance products, online application and payment services, and field support to borrowers, dealers, lenders, and realtors across most U. S. states. The company emphasizes personalized service, competitive rates, and streamlined processes for manufactured-home financing.

📋 Description

• 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. • 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.