Heritage Insurance Group · 1 month ago
Insurance Broker | Fully Remote
Heritage Insurance Group is a modern independent agency focused on relationships and service. They are seeking motivated individuals for a fully remote Insurance Broker role where responsibilities include meeting with clients, helping them understand insurance options, and building long-term relationships.
Responsibilities
Meeting virtually with individuals and families who have requested information
Helping clients understand life, health, and supplemental insurance options
Guiding families through the application process with care and professionalism
Building long-term relationships through trust and service
Working within our remote systems, CRM, and training platform
Qualification
Required
Self-driven
Coachable
Excited about building something meaningful
Strong communicators who enjoy helping people
Individuals looking for flexibility and personal growth
Self-motivated professionals with a strong work ethic
People who value integrity, leadership, and relationships
Experienced agents or individuals exploring a new career path
Preferred
Life & Health license preferred, but not required to start the process
Benefits
Fully remote flexibility
Training, mentorship, and ongoing support
Access to interested clients
Proven systems and technology
Full-time and part-time opportunities
A positive, growth-minded culture focused on leadership and development
We can help guide qualified candidates through licensing
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
Growth StageCompany data provided by crunchbase