Remote Client Advisor

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 sessionsCommunicate with prospective clients by phone and videoLearn how to assess client needs and explain coverage optionsSupport clients through the application processMaintain accurate records using company systemsFollow ethical and compliance standards What We Provide Paid Training & Coaching – Step-by-step onboarding and continued developmentWarm Leads – Clients who have requested informationRemote Infrastructure – CRM, scripts, and virtual toolsMentorship – Ongoing guidance from experienced advisorsAdvancement Opportunities – Growth based on performance Who This Role Is For Entry-level candidates or career changersStrong communicators who enjoy helping othersSelf-motivated individuals comfortable working remotelyCoachable, reliable, and goal-oriented professionals Compensation & Details Independent contractor (1099) positionCommission-based compensation with performance incentivesFull-time or part-time options availableMust be located in the United States Licensing Life & Health insurance license requiredNo 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.

Remote Client Advisor

Remote Client Advisor

          • 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.