Remote Client Advisor (Entry Level)

About the job

Remote Client Advisor (Entry Level)

Heritage Insurance Group is seeking motivated individuals to join our team as Remote Client Advisors in a fully remote environment. This entry-level role is ideal for people who enjoy working with others, want schedule 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 coaching, and access to clients who have requested information.

Role Overview

As a Remote Client Advisor, you will speak with individuals and families who have expressed interest in learning about insurance and financial protection options. With training and support, you’ll learn how to understand client needs, explain available solutions, and help clients take next steps with confidence.

What You’ll Do

• Participate in virtual onboarding, training, and coaching sessions
• Communicate with prospective clients via phone and video
• Learn how to assess client needs and present appropriate options
• Assist clients through the application and follow-up process
• Maintain accurate records using company systems
• Follow ethical and compliance standards

What We Provide

• Comprehensive Training – Step-by-step onboarding and continued coaching
• Warm Leads – Clients who have requested information
• Remote Tools & Systems – CRM, scripts, and virtual infrastructure
• Mentorship – Guidance from experienced advisors
• Growth Opportunities – Advancement 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, dependable, and goal-oriented professionals

Compensation & Details

• Independent contractor (1099) role
• 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