What are the responsibilities and job description for the Life & Health Insurance Agent – Phone Sales position at Harmony Insurance Group?
Your Voice, Their Future
Join Our Mission: "Caring for Your Future, Today"
About Harmony Insurance Group
At Harmony Insurance Group, we believe insurance should be more than policies—it should be about protecting dreams and empowering people to live fuller lives.
We're a mission-driven, senior-focused agency based in Austin, TX, offering Medicare, life, and retirement solutions across Texas and Colorado. Our trusted partners include Aetna, Humana, Cigna, UnitedHealthcare, Devoted, Wellcare, and more—over 15 top carriers.
We're especially proud to serve our diverse and bilingual communities, including Austin's growing Hispanic population (35%). Our approach? Education first—value before sales, and long-term relationships built on trust.
Your Role: Why It Matters
You'll be the trusted voice who guides seniors and families through complex insurance decisions with clarity, compassion, and confidence—over the phone. Every conversation is your chance to bring someone peace of mind and financial protection.
This is a full-time, in-office position based at our Austin headquarters. You'll thrive in a focused, supportive environment designed for high-performance phone sales—no cold calling, no distractions.
What You'll Do
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
✅ You're a Great Fit If You...
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 bilingual (Spanish/English) or culturally fluent in serving diverse communities
Are coachable and excited to learn our sales system
Thrive in a collaborative, mission-driven office environment
Qualifications
Active Texas 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 Austin, TX 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 Track Record
95% Client Satisfaction
90% Policy Persistency
70% Placement Rates
85% Agent Retention
Harmony Insurance Group is an Equal Opportunity Employer
We're committed to creating an inclusive, empowering workplace where every team member can thrive.
Join Our Mission: "Caring for Your Future, Today"
About Harmony Insurance Group
At Harmony Insurance Group, we believe insurance should be more than policies—it should be about protecting dreams and empowering people to live fuller lives.
We're a mission-driven, senior-focused agency based in Austin, TX, offering Medicare, life, and retirement solutions across Texas and Colorado. Our trusted partners include Aetna, Humana, Cigna, UnitedHealthcare, Devoted, Wellcare, and more—over 15 top carriers.
We're especially proud to serve our diverse and bilingual communities, including Austin's growing Hispanic population (35%). Our approach? Education first—value before sales, and long-term relationships built on trust.
Your Role: Why It Matters
You'll be the trusted voice who guides seniors and families through complex insurance decisions with clarity, compassion, and confidence—over the phone. Every conversation is your chance to bring someone peace of mind and financial protection.
This is a full-time, in-office position based at our Austin headquarters. You'll thrive in a focused, supportive environment designed for high-performance phone sales—no cold calling, no distractions.
What You'll Do
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
✅ You're a Great Fit If You...
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 bilingual (Spanish/English) or culturally fluent in serving diverse communities
Are coachable and excited to learn our sales system
Thrive in a collaborative, mission-driven office environment
Qualifications
Active Texas 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 Austin, TX 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 Track Record
95% Client Satisfaction
90% Policy Persistency
70% Placement Rates
85% Agent Retention
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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