Log In
Sign Up
Remote Client Advisor, Entry Level
Heritage Insurance Group is seeking motivated individuals to join our team as remote client advisor Professional. This role is ideal for those who want a flexible, work-from-home opportunity with structured training, ongoing support, and access to clients who have requested information.
No prior insurance experience is required. We provide step-by-step training and mentorship to help you build confidence and succeed in a remote sales environment.
Role Overview
As a entry level remote client advisor Professional, you will connect with individuals and families who have expressed interest in learning about life insurance options. Your role is to understand their needs, explain available coverage, and help them move forward with a plan that fits their situation.
What You’ll Do
- Attend virtual training and coaching sessions
- Speak with prospective clients via phone and video
- Learn how to assess client needs and recommend appropriate life insurance options
- Guide clients through the application process
- Maintain accurate records using company systems
- Follow all compliance and ethical sales guidelines
What We Provide
- Comprehensive Training – Structured onboarding and ongoing coaching
- Warm Leads – Access to clients who have requested life insurance information
- Remote Sales Tools – CRM systems and virtual sales infrastructure
- Mentorship – Ongoing support from experienced agents
- Growth Opportunities – Advancement based on performance
Who This Role Is For
- Entry-level candidates or career changers
- Sales, customer service, or people-focused experience is a plus
- Strong communication skills and willingness to learn
- Self-motivated individuals comfortable working remotely
- Coachable, reliable, and goal-oriented professionals
Compensation & Details
- Independent contractor (1099) role
- Commission-based compensation with performance incentives
- Full-time or part-time flexibility
- Must be located in the United States
Licensing
- Life insurance license required
- No license? We provide guidance and resources to help you obtain one
If you’re looking for a remote opportunity where training, support, and client demand are built into the role—and where your effort directly impacts your income—we encourage you to apply.
