Optavise ยท 1 week ago
Licensed Insurance Agent ( Up to $6500 Start Bonus)
Richmond, VA
Full-time
Onsite
New Grad, Entry LevelOptavise is a trusted partner for business owners and HR professionals, providing innovative solutions to enhance employee benefits engagement and healthcare decisions. The Licensed Insurance Agent will be responsible for providing expert guidance on insurance options, consulting clients on their insurance needs, and delivering exceptional customer service.
Employee BenefitsFinancial ServicesHealth CareInsurance
Hiring Manager
Rodney Matthews
Responsibilities
Providing expert guidance on insurance options
Consulting clients on their insurance needs
Delivering exceptional customer service
Selling insurance products
Developing strong client relationships
Ensuring seamless coordination of insurance solutions
Assisting clients in navigating benefits offerings and making informed decisions to optimize their coverage
Qualification
Required
Insurance Sales, Insurance, and Insurance Brokerage skills
Finance knowledge and proficiency in analyzing and advising on financial aspects of insurance plans
Excellent Customer Service skills, coupled with the ability to build strong client relationships
Strong communication abilities and internal motivation to meet and exceed sales targets
Current and valid insurance license is required
Preferred
Experience in the insurance or benefits sector is preferred
Bilingual skills are a plus
Company
Optavise
Optavise is an insurance company that guides employees to make informed healthcare decisions.
Founded in 1998
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Marc Salois
Chief Revenue Officer (CRO)
Recent News
2025-10-01
2025-02-24
Company data provided by crunchbase