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.
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.
📞 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
💬 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
📍 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
📞 JustCall (call recording, analytics, dialing system)
📇 HubSpot CRM Professional
📊 Proprietary multi-carrier quote engine
📂 Google Workspace (Docs, Gmail, Calendar)
🔒 Carrier enrollment portals
💰 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
📣 95%+ Client Satisfaction
🔒 90%+ Policy Persistency
📈 70%+ Placement Rates
👥 85%+ Agent Retention
We're committed to creating an inclusive, empowering workplace where every team member can thrive.
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