Insurance Agent

Heartland Retirement Group; Portland (OR); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Office space

Trips/incentives

Incentives

Job summary

Heartland Retirement Group in Portland, OR is seeking a full-time Insurance Agent to meet with prospective and existing clients, assess retirement, health care, and insurance needs, and recommend suitable products.

You will conduct consultations, prepare quotes, process applications, maintain accurate client records, and collaborate with multiple carriers while staying current on product changes and regulatory requirements.

Qualifications

• Strong customer service skills to build trust and manage client relationships.
• Active or eligible state insurance license for health and life in Oregon (or willingness to obtain).
• Proven experience in insurance, financial services, or related client-facing role preferred.
• Strong communication, presentation and interpersonal skills; ability to explain complex information clearly.
• Self-motivated, goal-oriented, and comfortable in a sales-driven environment with targets.
• Proficiency with basic office software and CRM or sales tracking tools.

Responsibilities

• Meet with prospective and existing clients to assess retirement, health care, and insurance needs and recommend suitable products.
• Conduct consultations, prepare quotes, process applications, and maintain accurate client records.
• Collaborate with multiple insurance carriers, stay informed on product changes and regulatory requirements, and use marketing systems to generate leads and follow up with prospects.
• Provide ongoing customer service, resolve inquiries, and participate in team meetings, trainings, and performance reviews.

Skills

Customer Service

Communication

Self-motivated

CRM experience

Sales-oriented

Presentations

Education

High school diploma or equivalent

College coursework in business/finance

Tools

CRM software

Job description

Company Description

Heartland Retirement Group (HRG) is a leading retirement marketing organization that delivers insurance and financial solutions to clients across Arizona, Colorado, Iowa, Missouri, and Texas. The company is rapidly expanding as a distributor of senior health care options in the Midwest and beyond. HRG invests in advanced marketing systems to help agents and financial representatives succeed, recognizing that strong support is as important as competitive products. By partnering with multiple insurance companies, HRG offers a broad range of products tailored to client needs. The organization also provides trips, incentives, and office space, with a culture and systems designed to attract and retain high-performing team members.

Role Description

This full-time, on-site Insurance Agent role is based in Portland, OR. The Insurance Agent will meet with prospective and existing clients to assess retirement, health care, and insurance needs, and recommend suitable insurance and financial products. Daily responsibilities include conducting consultations, preparing quotes, processing applications, and maintaining accurate client records. The role involves collaborating with multiple insurance carriers, staying informed about product changes and regulatory requirements, and using HRG’s marketing systems to generate leads and follow up with prospects. The Insurance Agent will also provide ongoing customer service, resolve client inquiries, and participate in team meetings, trainings, and performance reviews.

Qualifications

• Candidates should possess strong Customer Service skills to build trust, manage client relationships, and handle inquiries with professionalism.


• Active or eligible state insurance license for health and life insurance in Oregon (or willingness to obtain within a specified timeframe).


• Proven experience in insurance, financial services, or a related client-facing role is preferred.


• Strong communication, presentation, and interpersonal skills, with the ability to explain complex information clearly.


• Self-motivated, goal-oriented, and comfortable working in a performance-driven environment with sales targets.


• Proficiency with basic office software and CRM or sales tracking tools.


• High school diploma or equivalent required; college coursework or degree in business, finance, or a related field is beneficial.