Heritage Insurance Group ยท 6 hours ago
Remote Client Advisor (Entry Level)
Heritage Insurance Group is hiring entry-level Remote Client Advisors to join their growing virtual sales team. This role involves speaking with individuals about insurance and financial protection options, assessing client needs, and providing support through the application process.
Responsibilities
Attend virtual onboarding and training sessions
Communicate with prospective clients by phone and video
Learn how to assess client needs and explain coverage options
Support clients through the application process
Maintain accurate records using company systems
Follow ethical and compliance standards
Qualification
Required
Life & Health insurance license required
Must be located in the United States
Entry-level candidates or career changers
Strong communicators who enjoy helping others
Self-motivated individuals comfortable working remotely
Coachable, reliable, and goal-oriented professionals
Benefits
Paid Training & Coaching
Warm Leads
Remote Infrastructure
Mentorship
Advancement Opportunities
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