Remote Client Advisor

Location
Remote/Work From Home
Type
Full Time
Status
Inactive
Job Published
01-20-2026

Description

- - Heritage Insurance Group is hiring entry-level Remote Client Advisors to join our growing virtual sales team. This role is ideal for motivated individuals who enjoy working with people, want flexibility, and are interested in building a long-term career in sales and financial services.
    No prior insurance experience is required. We provide structured training, ongoing support, and a clear path for growth.
    
    Role Overview
    As a Remote Client Advisor, you will speak with individuals who have requested information about insurance and financial protection options. With guidance and training, you’ll learn how to understand client needs, explain available solutions, and help clients move forward with confidence.
    
    What You’ll Do
    Attend virtual onboarding and training sessions
    Communicate with prospective clients by phone and video
    Learn how to assess client needs and explain coverage options
    Support clients through the application process
    Maintain accurate records using company systems
    Follow ethical and compliance standards
    
    What We Provide
    Paid Training & Coaching – Step-by-step onboarding and continued development
    Warm Leads – Clients who have requested information
    Remote Infrastructure – CRM, scripts, and virtual tools
    Mentorship – Ongoing guidance from experienced advisors
    Advancement Opportunities – Growth based on performance
    
    Who This Role Is For
    Entry-level candidates or career changers
  - Strong communicators who enjoy helping others
  - Self-motivated individuals comfortable working remotely
  - Coachable, reliable, and goal-oriented professionals
  Compensation & Details
  Independent contractor (1099) position
- Commission-based compensation with performance incentives
- Full-time or part-time options available
- Must be located in the United States
Licensing
Life & Health insurance license required
No license? We provide guidance and support to help you obtain one

If you’re looking for a remote, flexible opportunity where you can learn valuable sales skills while helping people make important decisions, we encourage you to apply.