Heritage Insurance Group · 10 hours ago
Remote Client Advisor (Entry Level)
United States
Full-time
Remote
New Grad, Entry Level
$75K/yr - $250K/yrHeritage Insurance Group is seeking motivated individuals to join their Remote Customer Acquisition Team. In this role, you will connect with inbound leads and learn the fundamentals of professional selling while contributing to revenue growth.
Insurance
Hiring Manager
Joseph Helms
Responsibilities
Engage with warm leads and prospects via phone, email, and messaging
Guide potential customers through the decision-making process
Learn and use a proven sales framework that helps you build confidence quickly
Track customer interactions and update internal systems
Collaborate with a supportive team focused on growth and development
Meet daily/weekly activity expectations designed to help you succeed
Qualification
Required
Strong communication skills and a desire to help customers
Self-motivated attitude and willingness to follow a structured process
Ability to work independently in a remote environment
Coachability — open to feedback and committed to improvement
Consistency and reliability in meeting goals and expectations
Benefits
Remote-first role with a flexible, supportive environment
Clear development path into higher-earning sales positions
Practical experience in lead management and customer acquisition
Mentorship from experienced sales leaders
A chance to grow a long-term career, not just take a job
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