Job Description
Note: The job is a remote job and is open to candidates in USA. Heritage Insurance Group is a company that equips motivated consultants with the tools, mentorship, and systems they need to succeed in a remote work environment. As a Virtual Insurance Sales Consultant, you will engage with warm leads, conduct consultations, and recommend insurance solutions while managing your pipeline and maintaining compliance. Responsibilities • Engage with warm leads who have already requested information • Conduct virtual consultations by phone or Zoom • Recommend life insurance and financial protection solutions that fit clients’ goals • Build trust, follow up consistently, and manage your pipeline • Use our CRM to track activity and stay organized • Participate in optional daily training sessions, team calls, and mentorship meetings • Maintain compliance with state insurance regulations Skills • A Life & Health License is required • Have sales, customer service, or client-facing experience • Communicate clearly and build rapport easily • Are disciplined, coachable, and eager to grow • Can follow a proven system and maintain consistent activity • Welcome a flexible, remote work environment Benefits • Daily training and one-on-one mentorship • Flexible, remote schedule • Vested day-one commissions • 3–4 fully paid incentive trips each year • A team committed to your long-term success 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 Apply tot his job