Heritage Insurance Group · 9 hours ago
Remote Insurance Advisor
United States
Full-time
Remote
New Grad, Entry Level
$75K/yr - $250K/yrHeritage Insurance Group is a company that helps advisors build scalable businesses by providing systems, mentorship, and a steady flow of clients. They are seeking a Remote Insurance Advisor who will engage with warm leads, conduct consultations, assess client needs, and manage a client pipeline while maintaining compliance with regulations.
Insurance
Hiring Manager
Joseph Helms
Responsibilities
Engage with •warm leads• who have already requested information
Conduct virtual consultations via phone or Zoom
Assess client needs and recommend life insurance and financial protection solutions
Manage your client pipeline through our CRM
Provide ongoing communication and follow-up with clients
Participate in optional team training and coaching sessions
Maintain compliance with state insurance regulations
Qualification
Required
Experience in sales, customer service, or consulting
Ability to communicate clearly and build rapport quickly
Self-motivated, coachable, and goal-oriented
Enjoy remote work and flexible scheduling
Ability to follow a proven process and maintain organized follow-up
Must reside in the U.S
Benefits
Comprehensive training & daily support
3–4 fully paid incentive trips each year
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