Job Description
Note:
The job is a remote job and is open to candidates in USA. Heritage Insurance Group is a company that helps advisors build scalable businesses by providing systems, mentorship, and a steady flow of clients. They are seeking a
Remote Insurance Advisor who will engage with warm leads, conduct consultations, assess client needs, and manage a client pipeline while maintaining compliance with regulations. Responsibilities Engage with •warm leads• who have already requested information Conduct virtual consultations via phone or Zoom Assess client needs and recommend life insurance and financial protection solutions Manage your client pipeline through our CRM Provide ongoing communication and follow-up with clients Participate in optional team training and coaching sessions Maintain compliance with state insurance regulations Skills Experience in sales, customer service, or consulting Ability to communicate clearly and build rapport quickly Self-motivated, coachable, and goal-oriented Enjoy remote work and flexible scheduling Ability to follow a proven process and maintain organized follow-up Must reside in the U.S Benefits
Comprehensive training & daily support 3–4 fully paid incentive trips each year Company Overview 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.
It was founded in 2022, and is headquartered in, with a workforce of 2-10 employees. Its website is