Insurance Agent

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. #J-18808-Ljbffr Heartland Retirement Group