Heritage Insurance Group · 8 hours ago
Virtual Insurance Sales Consultant
United States
Full-time
Remote
New Grad, Entry Level
$75K/yr - $250K/yrHeritage Insurance Group is a company that equips motivated consultants with the tools, mentorship, and systems they need to succeed in a remote work environment. As a Virtual Insurance Sales Consultant, you will engage with warm leads, conduct consultations, and recommend insurance solutions while managing your pipeline and maintaining compliance.
Insurance
No H1B
Hiring Manager
Joseph Helms
Responsibilities
Engage with warm leads who have already requested information
Conduct virtual consultations by phone or Zoom
Recommend life insurance and financial protection solutions that fit clients’ goals
Build trust, follow up consistently, and manage your pipeline
Use our CRM to track activity and stay organized
Participate in optional daily training sessions, team calls, and mentorship meetings
Maintain compliance with state insurance regulations
Qualification
Required
A Life & Health License is required
Have sales, customer service, or client-facing experience
Communicate clearly and build rapport easily
Are disciplined, coachable, and eager to grow
Can follow a proven system and maintain consistent activity
Welcome a flexible, remote work environment
Benefits
High-quality, in-house warm leads
Daily training and one-on-one mentorship
Flexible, remote schedule
Vested day-one commissions
3–4 fully paid incentive trips each year
A team committed to your long-term success
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.
Founded in 2022
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase