Insurance Sales Advisor

Triad Financial Services, Inc.

Insurance Sales Advisor at Triad Financial Services connecting with existing customers for insurance renewals and coverage solutions. High performance sales role with uncapped earnings and remote work flexibility.

Posted 7/30/2026full-timeRemote • Jacksonville • Florida • 🇺🇸 United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong consultative sales skills with a focus on customer needs assessment and policy renewal. Proven ability to meet sales targets while maintaining compliance with insurance regulations.

Highest-signal resume keywords

Proven Sales SuccessStrong Closing SkillsExcellent Communication SkillsActive Insurance LicensePrior Insurance Sales Experience

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Sales Quota AttainmentCustomer RetentionPipeline TrackingConsultative SalesPolicy Coverage Solutions

Soft Skills

Relationship-BuildingAdaptabilityCoachableResults-Driven MindsetDiscipline in Follow-Up

Tools & Technologies

CRM ToolsAgency Systems

Certifications & Qualifications

Active Insurance License

Industry Keywords

Insurance RegulationsFinancial ServicesMortgageBankingInside Sales

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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.