Heritage Insurance Group · 11 hours ago
Remote Client Advisor (Entry Level)
Responsibilities
Engage with warm leads and prospects via phone, email, and messaging
Guide potential customers through the decision-making process
Learn and use a proven sales framework that helps you build confidence quickly
Track customer interactions and update internal systems
Collaborate with a supportive team focused on growth and development
Meet daily/weekly activity expectations designed to help you succeed
Qualification
Required
Strong communication skills and a desire to help customers
Self-motivated attitude and willingness to follow a structured process
Ability to work independently in a remote environment
Coachability — open to feedback and committed to improvement
Consistency and reliability in meeting goals and expectations
Benefits
Remote-first role with a flexible, supportive environment
Clear development path into higher-earning sales positions
Practical experience in lead management and customer acquisition
Mentorship from experienced sales leaders
A chance to grow a long-term career, not just take a job
Company
Heritage Insurance Group
Here at Heritage Insurance Group our hearts have always been for people, and that calling led us to build a faith-based insurance agency where genuine care, trust, and excellence are at the core of everything we do.
Funding
Current Stage
Early StageCompany data provided by crunchbase