Treloar & Heisel is more than a typical financial services or insurance firm. We’re specialists helping specialists. Treloar and Heisel is the premier financial provider for dental and medical professionals. Our mission is to bring our expertise and experience to our clients, to provide strong and affordable coverage, and to always provide suitable guidance and impeccable service. By providing a wide range of insurance and investment services to dental and medical professionals, we are niche market specialists, providing financial services to a highly specialized, educated and affluent customer group.

With more than 50 years of growth, 16,000+ customers and a 60% market share, Treloar & Heisel opens the door to a stellar career.


We pay a generous base salary and our supportive team provides extensive training. For financial services professionals who take the time to learn the ropes and build relationships, the Treloar & Heisel structure offers autonomy, relocation opportunities and a direct path to lifelong success.

Learn more about the Treloar & Heisel Story and what makes our company such a great place to work.