Careers


Become an Agent

Welcome! If you’re interested in expanding your sales expertise, you’ve come to the right place.

Heritage specializes in marketing to:

  • Individuals
  • Small Businesses
  • Religious Organizations

We have designed numerous financial products that meet the specific needs of these groups and or supplement their existing benefit coverage.

Heritage is a company that provides big rewards, incentives and support to its sales team, including:

  • Support
  • Lead System
  • One stop shop
  • Training Conferences
  • Network of over 20 carriers
  • Name recognition/industry awareness

The Heritage Difference

What is the Heritage difference? What sets us apart from other Insurance Marketing Organizations? How does Getting Contracted benefit you? How can we help you achieve your sales’ goals?

Our Expertise

We specialize in marketing to private individuals, small business and religious organizations.

Heritage offers insurance products underwritten by some of the top insurance companies in the world. We have the training program and materials to teach you everything you need to know to be successful in these markets. You will be able to answer any question your client may have.

The markets we serve provide a great sales opportunity for agents looking to really find their niche. Sales come easy when you are providing customized insurance solutions for an individual and saving him/her money at the same time.

Our agents learn the value of educating clients, identifying a problem and providing a solution. As an independent marketing organization, our agents are knowledgeable about all the latest insurance trends, products and needs within the market.

"Preserving Legacies Through Endowed Giving"