Optavise ยท 1 day ago
Insurance Sales Representative
Optavise is a trusted partner for businesses, helping employers and human resources professionals to foster a healthy and engaged workforce. The Insurance Sales Representative role involves building relationships with clients and brokers, presenting and selling insurance products, and educating clients about available options to meet their needs.
Employee BenefitsFinancial ServicesHealth CareInsurance
Responsibilities
Building relationships with clients and brokers
Presenting and selling insurance products
Educating clients about available options to meet their needs
Identifying new business opportunities
Managing client relationships
Ensuring client satisfaction
Exceeding sales targets
Collaborating with various stakeholders to drive client engagement and overall organizational success
Qualification
Required
Strong skills in relationship-building, client management, and customer service
Effective communication, negotiation, and presentation abilities
Sales and business development skills with experience in meeting or exceeding sales targets
Ability to educate and guide clients in understanding insurance products and benefits
Proactive mindset with strong problem-solving and organizational skills
Preferred
Understanding of employee benefits, healthcare plans, and insurance policies
Bachelor's degree in Business, Marketing, Finance, or related field or equivalent experience
Company
Optavise
Optavise is an insurance company that guides employees to make informed healthcare decisions.
Funding
Current Stage
Growth StageRecent News
2025-10-01
2025-02-24
Company data provided by crunchbase