Remote Client Advisor (Entry Level)

Heritage Insurance Group; United States; Remote; USD 42,000 - 66,000; Full time

Job summary

Heritage Insurance Group is seeking a Remote Customer Acquisition professional to connect with inbound leads, learn the fundamentals of professional selling, and contribute to revenue growth in a remote-first, supportive environment. No prior sales experience is required, as we provide comprehensive training and ongoing coaching.

You will engage with warm leads, guide prospects through decisions, and document activity in our CRM while working with a growth-focused team to build a long-term

Qualifications

• No prior sales experience required.
• Excellent verbal and written communication.
• Ability to follow a structured process.
• Ability to work independently in a remote setting.

Responsibilities

• Engage with warm leads via phone, email, and messaging.
• Guide prospects through the decision process.
• Learn a proven sales framework and apply it.
• Track interactions and update internal systems.
• Collaborate with a team focused on growth.
• Meet daily/weekly activity targets.

Skills

Strong communication

Self-motivated

Remote work

Coachability

Goal-oriented

Tools

CRM software

Job description

We’re looking for motivated, coachable individuals to join our Remote Customer Acquisition Team. In this role, you’ll connect with inbound leads, learn the fundamentals of professional selling, and contribute directly to revenue growth. If you’re interested in building a sales career and want a role where you can develop quickly, this is an excellent place to start.

This position is fully remote, structured, and supportive—perfect for candidates who want a clear path into sales without needing prior industry experience.

What You’ll Do

• 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

What We’re Looking For

• 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.

What You’ll Gain

• Remote-first role with a flexible, supportive environment
• Practical experience in lead management and customer acquisition
• Mentorship from experienced sales leaders
• A chance to grow a long-term career, not just take a job