Remote Client Advisor (Entry Level)

About the job

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