Remote Client Advisor (Entry Level)

Job Description

Most insurance sales jobs are either overly corporate… or complete chaos.

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At Heritage Insurance Group, we believe there’s a better way.

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We’re building a modern insurance agency centered around people, integrity, leadership, and long-term growth — not just production numbers. Our mission is to help families protect what matters most while creating meaningful opportunities for agents who want flexibility, support, and a real path to growth.

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Whether you’re already licensed, newly licensed, or completely unlicensed, we’re open to helping the right people get started in the industry. We offer guidance through the licensing process and provide mentorship every step of the way.

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This opportunity is ideal for individuals looking for flexibility — whether you want to build a full-time career, earn additional income part-time, or work around an existing schedule. There’s a lot of freedom here to create a schedule that fits your lifestyle and goals.

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What You’ll Do

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• Meet virtually with individuals and families who have requested life insurance information
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• Help clients understand their coverage options based on their goals and budget
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• Conduct phone and Zoom consultations in a professional, relational way
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• Guide clients through the application and enrollment process
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• Manage follow-up and client communication using our CRM systems
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• Participate in ongoing training, mentorship, and development
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What Makes Heritage Different

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✅ Real Client Demand

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No cold calling your friends and family. We help connect agents with individuals who have already requested information about coverage options.

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✅ Training & Mentorship

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We invest heavily in agent development through coaching, team training, mentorship, and hands-on support. Whether you’re experienced or brand new to the industry, you’ll have support behind you.

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✅ Freedom & Flexibility

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Work remotely from anywhere in the United States with flexible scheduling options. Spare-time, part-time, and full-time opportunities are all available depending on your goals.

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✅ Licensing Support

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Not licensed yet? No problem. We can help guide qualified candidates through the licensing process and help you get started in the industry.

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✅ Growth-Oriented Culture

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We care deeply about personal growth, leadership, accountability, and building something meaningful — both professionally and personally.

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✅ Strong Infrastructure

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From CRM systems and workflows to policy conservation support and retention assistance, we provide tools designed to help agents succeed long term.

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Qualifications

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• Life Insurance License preferred but not required
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• Strong communication and relationship-building skills
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• Coachable, self-motivated, and dependable
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• Comfortable working independently in a remote environment
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• Previous sales or customer service experience is helpful but not required
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• Ethical, client-focused mindset
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Compensation & Structure

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• Independent Contractor (1099)
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• Commission-based compensation with uncapped earning potential
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• Vested commissions from day one
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• Performance bonuses and incentive opportunities available
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• Flexible remote work structure
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Work Environment

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• Fully remote
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• Work from anywhere in the United States
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• Flexible schedule
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• Spare-time, part-time, and full-time opportunities available
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At Heritage Insurance Group, we’re not looking for people to simply “fill a sales role.” We’re looking for individuals who want to grow, serve people well, and build a meaningful career with the right support around them.

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If you’re looking for a remote insurance opportunity that combines flexibility, mentorship, strong systems, and growth potential — we’d love to connect with you.

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-Joseph Helms