Harmony Insurance Group
Life & Health Insurance Agent – Phone Sales
Harmony Insurance Group, Longmont, Colorado, us, 80502
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
Enjoy connecting with people over the phone and building trust Are motivated to help seniors secure their financial futures Are organized, detail-oriented, and process-driven Are confident in consultative selling, not pushy pitches Are coachable and excited to learn our sales system Thrive in a collaborative, mission-driven office environment Qualifications
Active Colorado Life & Health Insurance License (required) 2–5 years of phone sales experience (insurance or financial services preferred) Proven telesales results and strong communication/closing skills Experience with CRM and phone systems (HubSpot + JustCall a plus) Must work on-site at our Longmont office (no remote work) Clean background check and professional references Tools & Tech We Use
JustCall (call recording, analytics, dialing system) HubSpot CRM Professional Proprietary multi-carrier quote engine Google Workspace (Docs, Gmail, Calendar) Carrier enrollment portals What We Offer
Base salary + uncapped commissions (high earning potential) Pre-qualified phone leads—no cold calls 15 days PTO + 13 paid holidays Monthly training, leadership pathways, and peer learning Career advancement in a growing agency Work-life balance and family-friendly culture Mission-driven work that makes a real impact 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. Get notified about new Life Health Insurance Agent jobs in Longmont, CO.
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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
Enjoy connecting with people over the phone and building trust Are motivated to help seniors secure their financial futures Are organized, detail-oriented, and process-driven Are confident in consultative selling, not pushy pitches Are coachable and excited to learn our sales system Thrive in a collaborative, mission-driven office environment Qualifications
Active Colorado Life & Health Insurance License (required) 2–5 years of phone sales experience (insurance or financial services preferred) Proven telesales results and strong communication/closing skills Experience with CRM and phone systems (HubSpot + JustCall a plus) Must work on-site at our Longmont office (no remote work) Clean background check and professional references Tools & Tech We Use
JustCall (call recording, analytics, dialing system) HubSpot CRM Professional Proprietary multi-carrier quote engine Google Workspace (Docs, Gmail, Calendar) Carrier enrollment portals What We Offer
Base salary + uncapped commissions (high earning potential) Pre-qualified phone leads—no cold calls 15 days PTO + 13 paid holidays Monthly training, leadership pathways, and peer learning Career advancement in a growing agency Work-life balance and family-friendly culture Mission-driven work that makes a real impact 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. Get notified about new Life Health Insurance Agent jobs in Longmont, CO.
#J-18808-Ljbffr