Are you a self-starter, financially motivated and interested in a career in sales? Consider working for our nationally recognized brand in a niche market that is well established and has demonstrated need for our highly specialized products and services.

Treloar & Heisel has been providing insurance and financial services to dentists and medical professionals for over 50 years. We continue to seek talented team members to help us on our continued growth trajectory. Our reps average over 15 years with our firm and have high-income, rewarding careers.


Financial Services Professional

As a financial services professional with our firm, you will have access to a diverse mix of products and services sourced from highly reputable national providers. Your clients will consist of dental professionals at various stages of their careers: from training through practice to retirement. You will recommend suitable financial strategies, including but not limited to personal and professional insurances, investment programs, retirement plans, and assist with the design of comprehensive financial plans.

You will work in a multistate region servicing current clients and developing new relationships as potential clients move through training programs and into private practice. Your role includes public speaking and exhibiting at events nationally to meet and engage prospects and clients. You will also reach out to prospects via traditional telephone and email methods to nurture relationships, explore needs, and close sales. This position requires 50% travel.


  • Excellent communication skills (written and verbal)
  • Strong presentation skills
  • Self-motivation and ability to follow through with limited supervision
  • Results-focus and fully accountable to mutually developed goals
  • Sales experience desirable but not necessary; demonstrated entrepreneurial spirit
  • Bachelors degree desirable
  • Willingness to relocate


  • Extensive training program
  • Healthy base salary plus competitive bonus structure
  • Full benefits package.

Contact Us for more information.