Heritage Insurance Group · 1 day ago
Insurance Sales Consultant (Remote)
United States
Full-time
Remote
Entry, Mid Level
$75K/yr - $250K/yrHeritage Insurance Group is seeking licensed Life & Health insurance professionals who want to grow a sustainable, remote-based sales business with strong support, proven systems, and consistent client demand. This role involves conducting virtual consultations, assessing client needs, and managing client communication while maintaining compliance with regulations.
Insurance
Hiring Manager
Joseph Helms
Responsibilities
Conduct virtual consultations with clients who have requested information on insurance and financial protection products
Assess client needs and recommend appropriate life insurance, annuities, and related solutions
Educate clients clearly and ethically so they can make informed decisions
Manage follow-ups, applications, and client communication using our CRM systems
Maintain compliance with all state and carrier regulations
Participate in ongoing virtual training, coaching, and team meetings
Qualification
Required
Active Life & Health insurance license (required)
Strong communication and relationship-building skills
Self-motivated professionals who manage their time well in a remote environment
Ethical, client-focused mindset with attention to detail
Preferred
Prior sales or insurance experience preferred
Benefits
Warm Lead Flow – Clients who have actively requested coverage information
Structured Support – Daily coaching, team training, and one-on-one mentorship
Proven Systems – Technology, scripts, and workflows designed for remote success
Business Protection – Dedicated conservation support to help reduce chargebacks
Growth Opportunities – Advancement based on performance, not tenure
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