Heritage Insurance Group · 1 day ago
Insurance & Financial Services Consultant
United States
Full-time
Remote
Mid Level
$75K/yr - $250K/yrHeritage Insurance Group is seeking experienced professionals to serve as Insurance & Financial Services Consultants in a fully remote environment. This role is designed for individuals who want to provide consultative guidance to clients while building a long-term, performance-based business supported by proven systems and leadership.
Insurance
No H1B
Hiring Manager
Joseph Helms
Responsibilities
Conduct virtual consultations with clients via phone and video
Evaluate client goals and financial protection needs
Present and explain life insurance, annuities, and related solutions
Support clients through the application and onboarding process
Maintain accurate records and follow compliance standards
Participate in ongoing professional development and team training
Qualification
Required
Active Life & Health insurance license (required)
Strong communication and relationship-building skills
Ability to manage a remote schedule independently
Ethical, detail-oriented, and client-focused approach
Preferred
Prior experience in insurance, financial services, or consultative sales preferred
Benefits
Client Demand Support – Access to prospective clients who have requested information
Structured Systems – CRM tools, workflows, and remote sales infrastructure
Training & Mentorship – Continuous coaching and advisor development
Business Support – Conservation assistance and operational resources
Career Growth – Advancement opportunities based on performance
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