Remote Client Advisor (Entry Level)
Heritage Insurance Group
About the Role
We’re looking for motivated, coachable individuals to join our Remote Customer Acquisition Team. This is an excellent place to start for those interested in building a sales career and want a role where you can develop quickly. This position is fully remote, structured, and supportive.
Key Responsibilities
- Engage with warm leads and prospects via phone, email, and messaging
- Guide potential customers through the decision-making process
- Learn and use a proven sales framework that helps you build confidence quickly
- Track customer interactions and update internal systems
- Collaborate with a supportive team focused on growth and development
- Meet daily/weekly activity expectations designed to help you succeed
Requirements & Tech Stack
- Strong communication skills and a desire to help customers
- Self-motivated attitude and willingness to follow a structured process
- Ability to work independently in a remote environment
- Coachability — open to feedback and committed to improvement
- Consistency and reliability in meeting goals and expectations
No previous sales experience is necessary. We provide training and ongoing support.
Qualifications
- Remote Client Advisor (Entry Level)
- Desire to learn the fundamentals of professional selling
- Contribute directly to revenue growth
- Clear development path into higher-earning sales positions
- Practical experience in lead management and customer acquisition
- Mentorship from experienced sales leaders
- A chance to grow a long-term career