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Insurance Sales Advisor - Remote

Grow insurance sales by connecting with existing manufactured-home loan customers to renew policies and rec...

As a remote Insurance Sales Advisor, you'll engage warm leads, primarily existing customers, to renew policies and offer tailored coverage solutions. This role offers ongoing coaching, a competitive bonus structure, and the potential for six-figure earnings without cold calling.

Why This Role?

Avoid cold calling and start with high-intent leads, making sales easier and more rewarding.

Key Responsibilities

  • Engage existing customers through outbound and inbound outreach, focusing on policy renewals.
  • Conduct consultative sales conversations to identify customer needs and recommend suitable coverage.
  • Build trust and guide customers to informed decisions through effective follow-up and closing skills.
  • Meet or exceed sales, retention, and performance targets.
  • Accurately track activities and pipeline within agency systems and CRM tools.
  • Maintain compliance with insurance regulations and internal standards.

Requirements

  • 2-5+ years of proven sales success with successful quota attainment.
  • Strong closing abilities and a competitive, results-driven mindset.
  • Excellent communication and relationship-building skills.
  • Ability to thrive in a high-volume, metrics-driven environment.

Required Skills

salescommunicationcustomer relationshipconsultative salescrmCustomer EngagementRelationship BuildingConsultative SellingCompliance
View Original Description from Jobg8 (United States)

Original description from Jobg8 (United States)

Addison, Texas (United States) Overview Triad Financial Services is seeking a high-performing Insurance Sales Advisor to grow our insurance business by serving our existing base of manufactured-home loan customers. This is a remote opportunity. About us: Triad 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. This is a great opportunity to join a leading financial services franchise; the earning power of a high-performance sales role, backed by the stability and benefits of an established lender with more than 60 years in the business. Why This Role Stands Out NO COLD CALLING. You start with warm, high-intent lead-existing customers who already know and trust Triad. Business with strong conversion rates. Our top sales reps are trending at 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 to incentivize new business sales. Your total income reflects your results, with no ceiling on what you can earn. Sky is the limit! 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. Key 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. Required Qualifications 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. Why Triad and What We Offer Triad pairs a stable, respected platform with benefits designed to support your whole life: 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. PI72adfdcffbd5-6634

Salary Context

Similar Marketing roles on LokerDollar pay around $157.1k/yr (range $5k–315k/yr, n=231 active listings).

This listing is sourced from Jobg8 (United States), with the company profile and full details on this page. The one thing we can't auto-confirm is whether this specific apply link opens cleanly — it usually does, so go ahead and try it. Check back later if it doesn't load.

Openness not stated by employer — check the listing

Job Type
full time
Location
Remote · United States
Category
Seniority
mid
PostedFreshVerified
Sep 5, 2026

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Frequently asked questions

Is Insurance Sales Advisor - Remote at Triad Financial Services Inc a remote job?
Yes, this is a regional remote role (Remote). Check the listing for location requirements.
What type of employment is Insurance Sales Advisor - Remote at Triad Financial Services Inc?
This is a full time position.
How do I apply?
Click the "Apply" button on this page to go to the official application at Triad Financial Services Inc.

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