Step into the world of risk management with us—where insurance isn't just a safety net, but the foundation for a better future. As a Sales Advisor you are truly the “face” of the company to all customers. When a customer thinks about Heritage, they will associate the company primarily with the experience you provide them with.

At Heritage, we don’t just fill positions—we build a team. Whether you’re experienced or just starting, if you’re ready to innovate and make a real impact, this is your opportunity. As a Sales Advisor, you’ll embody our values of Compete, Compassion, Clarity, and Consistency, delivering an exceptional experience and securing clients' futures. 

Your role entails more than selling insurance—it’s about protecting lives. This is a consultative role, built on trust and education. You’ll ensure clients are always informed and confident in their insurance decisions. We will provide you with the tools, training, and empowerment to turn every customer experience into a positive one, while also giving you the opportunity to grow new business, increase revenue, and profit from the success you help create.

This is where you come in. We are looking for a full-time Sales Advisor who can step in and contribute right away. Here is a small sampling of the type of work that needs to be done: 

• Clearly understand prospects needs to effectively quote and sell new policies.
• Identify gaps in coverage for potential clients, advising prospects to ensure they are fully protected.
• Identify opportunities to cross-sell other lines of business, helping prospects secure comprehensive coverage while expanding the agency's business.
• Promptly call and complete all tasks leading to new business opportunities, ensuring a seamless and organized sales process.
• Maintain knowledge of insurance products and underwriting guidelines, using your expertise to offer clarity and confidence in each interaction.

Step into the world of risk management with us—where insurance isn't just a safety net, but the foundation for a better future. As a Client Advisor you are truly the “face” of the company to all customers. When a customer thinks about Heritage, they will associate the company primarily with the experience you provide them with.

At Heritage, we don’t just fill positions—we build a team. Whether you’re experienced or just starting, if you’re ready to innovate and make a real impact, this is your opportunity. As a Client Advisor, you’ll embody our values of Compete, Compassion, Clarity, and Consistency, delivering an exceptional experience and securing clients' futures. 

Your role entails more than selling insurance—it’s about protecting lives. This is a consultative role, built on trust and education. You’ll ensure clients are always informed and confident in their insurance decisions. We will provide you with the tools, training, and empowerment that will give you the opportunity to grow new business, increase revenue, and profit from the success you help create.

This is how you can help us succeed. We are looking for a full-time Client Advisor who can step in and contribute right away. Here’s a snapshot of the work involved:   

• Thoroughly understand clients' needs to provide insurance solutions that protect their futures and foster long-term relationships.
• Identify and address coverage gaps, offering consultative guidance to ensure clients are fully protected and confident in their decisions.
• Leverage existing client relationships to identify cross-sell opportunities, helping clients secure comprehensive coverage while growing the agency’s business.
• Efficiently manage daily tasks within the agency management system and CRM to ensure a seamless, organized client experience.
• Stay informed on insurance products and underwriting guidelines, using your expertise to empower clients and deliver clarity in every interaction.

Step into the future of insurance with us—where every interaction is an opportunity to enhance and protect the lives of our clients. As an Assistant Client Advisor, you won’t just assist—you’ll drive the engine of our sales process helping discover new opportunities to protect clients and ensuring a seamless transition of leads to our Client Advisors.

At Heritage, we’re not just building a business; we’re creating a team that thrives on innovation, compassion, and consistency. Whether you’re new to the field or an experienced professional, this role offers the perfect chance to make a meaningful impact. We’ll provide you with the tools, training, and empowerment needed to help increase revenue and deliver outstanding service to our clients.

Your role will go beyond support—it's about contributing to the bigger picture of growing new business and solidifying client relationships. You’ll manage policy reshops, actively seek revenue-driving opportunities, and keep everything organized with precision in our CRM system.

This is where you come in. We are looking for an Assistant Client Advisor who can step in and contribute right away. Here is a small sampling of the type of work that needs to be done: 

• Clearly understand prospects needs to effectively quote and sell new policies.
• Identify gaps in coverage for potential clients, advising prospects to ensure they are fully protected.
• Identify opportunities to cross-sell other lines of business, helping prospects secure comprehensive coverage while expanding the agency's business.
• Promptly call and complete all tasks leading to new business opportunities, ensuring a seamless and organized sales process.
• Maintain knowledge of insurance products and underwriting guidelines, using your expertise to offer clarity and confidence in each interaction.

Step into a dynamic role where every task you complete contributes to enhancing the client experience and driving operational efficiency. As a key part of the team, you will handle tasks in AMS/CRM with urgency, ensuring that every client interaction is addressed promptly and with precision. By maintaining accurate records and managing tasks efficiently, you’ll help support smooth advisory processes that keep our clients informed and satisfied.

At the heart of your responsibilities is the collaboration with Client Advisors. You’ll proactively manage tasks within your role, lightening their workload and ensuring seamless support that empowers them to focus on client relationships and sales growth. Your ability to stay organized and deliver timely results will directly impact the overall success of the team.

Beyond task management, you’ll also contribute to the agency’s continuous improvement by taking on leadership-assigned projects. Your commitment to meeting deadlines and contributing to operational enhancements will help shape the future of our agency, ensuring we remain agile and efficient in a fast-paced industry.

This is where you come in. We are looking for a Personal Lines Processor who can step in and contribute right away. Here is a small sampling of the type of work that needs to be done: 

• Complete tasks promptly to ensure tasks assigned in AMS/CRM are handled with a sense of urgency to improve the customer experience.
• Maintain accurate records of all client interactions in AMS to support smooth advisory processes.
• Support Client Advisors by proactively managing tasks to ease Client Advisors workload and ensure seamless support.

Contribute to agency improvement by taking on additional projects as assigned by leadership, contributing to the agency’s operational improvements by meeting deadlines.