Note: The job is a remote job and is open to candidates in USA. Heritage Insurance Group is a relationship-focused independent insurance agency dedicated to helping individuals and families protect what matters most. They are seeking motivated individuals to work from home, assisting clients in navigating insurance and financial protection decisions while providing training and mentorship for professional growth.

Responsibilities

• Meeting virtually with individuals and families who have requested information
• Helping clients understand coverage options that fit their needs
• Building relationships through trust, service, and communication
• Managing applications and client communication through our remote systems
• Participating in ongoing training and mentorship opportunities

Skills

• Strong communicators
• Self-motivated individuals
• People who genuinely enjoy helping others
• Coachable professionals with a strong work ethic
• Individuals looking for flexibility and long-term growth
• Life & Health license preferred, but not required to begin the process

Benefits

• Fully remote work flexibility
• Training and mentorship
• Access to interested clients
• CRM and virtual business tools
• Full-time and part-time flexibility

Company Overview