Life & Health Insurance Agent - Phone Sales

Overview

Life & Health Insurance Agent – Phone Sales role at Harmony Insurance Group. This is a full-time, in-office position based at our Longmont, CO headquarters. We're a mission-driven, senior-focused agency offering Medicare, life, and retirement solutions across Colorado and multiple states.

We believe insurance should be more than policies—it should be about protecting dreams and empowering people to live fuller lives. Our approach is education first—value before sales, and long-term relationships built on trust.

Responsibilities

• Conduct phone consultations using our proven discovery process
• Present and sell life, health, Medicare, and retirement insurance from our 15+ carrier portfolio
• Follow our sales system—no cold calling; warm, pre-qualified leads provided
• Maintain 70%+ placement rates using our structured approach and support
• Provide ongoing service via phone to keep 90%+ policy retention
• Participate in community outreach and enrollment sessions via phone
• Use HubSpot CRM and JustCall phone system to document all client interactions
• Deliver exceptional service and help us maintain 95%+ client satisfaction

Ideal fit

Qualifications

Tools & Tech We Use

What We Offer

Our Commitment

Harmony Insurance Group is an Equal Opportunity Employer. We're committed to creating an inclusive, empowering workplace where every team member can thrive.

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