Heritage Insurance Group · 9 hours ago
Remote Client Advisor (Entry Level)
United States
Full-time
Remote
New Grad, Entry Level
$75K/yr - $250K/yrHeritage 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.
Insurance
Hiring Manager
Joseph Helms
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 – Step-by-step onboarding and continued development
Warm Leads – Clients who have requested information
Remote Infrastructure – CRM, scripts, and virtual tools
Mentorship – Ongoing guidance from experienced advisors
Advancement Opportunities – Growth 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