[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