Note: The job is a remote job and is open to candidates in USA. Heritage Insurance Group is seeking licensed fully remote entry level sales agents to join their sales team. This role involves providing guidance and recommending life insurance solutions to clients in a virtual setting.
Responsibilities
- Conduct virtual consultations via phone and video
- Assess client needs and recommend suitable life insurance products
- Explain coverage options, pricing, and application steps clearly
- Manage applications, follow-ups, and client records using company systems
- Maintain compliance with state regulations and carrier guidelines
- Participate in ongoing training and professional development sessions
Skills
- Active Life insurance license (required)
- Strong communication and relationship-building skills
- Ability to manage time independently in a remote environment
- Ethical, client-focused, and detail-oriented approach
- Prior life insurance sales experience preferred but not required
Benefits
- Client Demand Support – Access to individuals who have requested life insurance information
- Remote Sales Infrastructure – CRM tools, workflows, and virtual systems
- Training & Coaching – Ongoing product and sales support
- Policy Conservation Support – Assistance with retention and chargeback reduction
- Performance-Based Growth – Opportunities to advance based on results
Company Overview
Here at Heritage Insurance Group our hearts have always been for people, and that calling led us to build a faith-based insurance agency where genuine care, trust, and excellence are at the core of everything we do. It was founded in 2022, and is headquartered in , with a workforce of 2-10 employees. Its website is https://www.heritageinsurancegroup.org/.