[Remote] Remote Insurance Advisor

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