Remote Insurance Specialist

About the Role

Heritage Insurance Group is building a modern insurance agency centered around people, integrity, leadership, and long-term growth. We aim to help families protect what matters most while creating meaningful opportunities for agents who want flexibility, support, and a real path to growth. This remote opportunity is ideal for individuals seeking flexibility, whether for a full-time career, additional part-time income, or to work around an existing schedule.

Key Responsibilities

• Meet virtually with individuals and families who have requested life insurance information.
• Help clients understand their coverage options based on their goals and budget.
• Conduct phone and Zoom consultations in a professional, relational way.
• Guide clients through the application and enrollment process.
• Manage follow-up and client communication using our CRM systems.
• Participate in ongoing training, mentorship, and development.

What Makes Heritage Different

• Real Client Demand: Connect with individuals who have already requested information about coverage options.
• Training & Mentorship: Invested in agent development through coaching, team training, and hands-on support.
• Freedom & Flexibility: Work remotely from anywhere in the United States with flexible scheduling options (spare-time, part-time, and full-time).
• Licensing Support: Guidance through the licensing process for qualified candidates.
• Growth-Oriented Culture: Focus on personal growth, leadership, and accountability.
• Strong Infrastructure: Provided with tools including CRM systems, workflows, and policy conservation support.

Qualifications

• Life Insurance License preferred but not required.
• Strong communication and relationship-building skills.
• Coachable, self-motivated, and dependable.
• Comfortable working independently in a remote environment.
• Previous sales or customer service experience is helpful but not required.
• Ethical, client-focused mindset.

Compensation & Structure

• Independent Contractor (1099).
• Commission-based compensation with uncapped earning potential.
• Vested commissions from day one.
• Performance bonuses and incentive opportunities available.
• Flexible remote work structure.

Work Environment

• Fully remote.
• Work from anywhere in the United States.
• Flexible schedule.
• Spare-time, part-time, and full-time opportunities available.