[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.ResponsibilitiesEngage with •warm leads• who have already requested informationConduct virtual consultations via phone or ZoomAssess client needs and recommend life insurance and financial protection solutionsManage your client pipeline through our CRMProvide ongoing communication and follow-up with clientsParticipate in optional team training and coaching sessionsMaintain compliance with state insurance regulationsSkillsExperience in sales, customer service, or consultingAbility to communicate clearly and build rapport quicklySelf-motivated, coachable, and goal-orientedEnjoy remote work and flexible schedulingAbility to follow a proven process and maintain organized follow-upMust reside in the U.SBenefitsComprehensive training & daily support3–4 fully paid incentive trips each yearCompany OverviewHere 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 https://www.heritageinsurancegroup.org/.



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