Note: The job is a remote job and is open to candidates in USA. Heritage Insurance Group partners with independent agents by providing flexible work, high-intent leads, and support systems. The Financial Protection Advisor helps individuals and families select life insurance, annuities, retirement solutions, and other financial protection products while managing client relationships and maintaining compliance with state licensing guidelines.
Responsibilities
- Advising clients on life insurance, annuities, and financial protection options
- Conducting virtual consultations with warm leads who have •requested• information
- Providing personalized recommendations based on client needs
- Managing your pipeline using our CRM and following up promptly
- Participating in optional coaching, trainings, and team strategy sessions
- Staying compliant with state licensing guidelines
Skills
- Are confident communicators and strong relationship builders
- Are highly motivated, coachable, and goal-driven
- Work well independently and thrive in a remote environment
- Are organized, detail-oriented, and committed to professional growth
- Must reside in the U.S
- Have experience in sales, insurance, or financial services (recommended but not required)
Benefits
- Commission-based compensation with no income caps
- Vested day-one commissions
- Bonuses
- High-intent, in-house warm leads
- No cold calling
- On-demand mentorship
- Comprehensive training and daily support
- Optional coaching, trainings, and team strategy sessions
- Remote flexibility and autonomy
- Fully remote, flexible schedule
- World-class incentive trips (3–4 per year)
- Proven systems and CRM support
- 1099 independent contractor position
Company Overview