Heritage Insurance Group · 1 day ago
Independent Insurance Advisor (Remote)
United States
Full-time
Remote
New Grad, Entry Level
$75K/yr - $250K/yrHeritage Insurance Group is seeking motivated professionals to join our team as Independent Insurance Advisors in a fully remote environment. This role involves guiding clients through insurance and financial protection options while providing structured onboarding and mentorship.
Insurance
No H1B
Hiring Manager
Joseph Helms
Responsibilities
Attend virtual training and coaching sessions
Communicate with prospective clients via phone and video
Learn to assess client needs and explain coverage options
Assist clients with applications and follow-ups
Maintain accurate records using company systems
Follow compliance and ethical sales standards
Qualification
Required
Life & Health insurance license required
Must be located in the United States
Strong communication and relationship-building skills
Self-motivated individuals comfortable working remotely
Coachable, reliable, and goal-oriented professionals
Preferred
Sales or customer service experience is helpful but not required
No prior insurance experience is required
Benefits
Comprehensive Training – Step-by-step onboarding and ongoing coaching
Client Demand Support – Access to individuals who have requested information
Remote Systems – CRM tools, scripts, and virtual sales infrastructure
Mentorship – Guidance from experienced insurance professionals
Growth Opportunities – Advancement 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