Insurance Sales Advisor
Listed on 2025-12-12
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Sales
Insurance Sales, Customer Success Mgr./ CSM
Benefits
- 401(k)
- 401(k) matching
- Bonus based on performance
- Company parties
- Dental insurance
- Employee discounts
- Health insurance
- Opportunity for advancement
- Paid time off
- Parental leave
- Training & development
- Tuition assistance
- Vision insurance
- Wellness resources
Ted Todd Insurance is a people-centered organization built on integrity, teamwork, and doing what’s right, always. We believe insurance is not just a product but a service that protects families, empowers informed decisions, and provides peace of mind. Our team operates with honesty, professionalism, and a genuine desire to help our clients feel confident in their coverage.
Here, you won’t find a high-pressure sales floor. Instead, you’ll join a supportive, ethical, growth-oriented team where consultative selling and long-term client relationships matter more than quick wins.
About the RoleAs an Insurance Sales Advisor, you will be the first point of connection for customers seeking clarity and guidance on their insurance options. Your role is to educate, support, and recommend the right coverage, not simply the most profitable one.
What You’ll Do- Build relationships with prospective clients through conversation, needs-based assessment, and education.
- Follow up on warm leads from referrals, marketing, and internal transfers, no cold-calling lists.
- Provide consultative recommendations that prioritize the customer’s protection, financial comfort, and long-term needs.
- Clearly explain coverage options so clients feel confident and empowered, not overwhelmed.
- Document conversations and recommendations in accordance with compliance standards.
- Collaborate closely with teammates to ensure a seamless, ethical experience for every customer.
- Meet achievable new-business goals that reflect quality of service, not aggressive sales tactics.
- Are motivated, dependable, and energized by helping people understand important decisions.
- Prefer consultative conversations over “hard selling.”
- Thrive in an in-office environment where collaboration and support matter.
- Value honesty and want to work for a company that rewards integrity and transparency.
- Are calm under pressure and able to address questions or objections with patience and clarity.
- Believe that doing right by the customer always comes first, even when it might mean less commission.
Our core values—Integrity, Accountability, Continued Development, and Respectful Communication—guide everything we do. We expect our team to live these values consistently, and we support you in doing so.
Qualifications- At least 1 year of sales or customer-facing experience (insurance experience a plus but not required).
- Strong verbal and written communication skills.
- Ability to learn quickly and follow compliance and documentation requirements.
- Positive attitude, team-oriented mindset, and willingness to grow.
- High school diploma or equivalent.
- Must be 18+ and legally eligible to work in the U.S.
- This is an in-office role.
At Ted Todd Insurance, you’ll find a team that genuinely cares, about the work, the customers, and each other. We provide:
- Competitive salary plus a modest, achievable bonus structure.
- Ongoing training and professional development.
- A supportive, ethical workplace where you can build a long-term career.
- Leadership that values your voice, your well-being, and your growth.
If you’re looking for a place where you can be proud of what you sell and the difference you make, this may be the perfect fit.
We’d love to meet you.
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