Optavise · 10 hours ago
Supplemental Insurance Sales Agent
Optavise is a trusted partner for employers and HR professionals, offering a cohesive suite of products and services to simplify benefits administration and increase employee engagement. The Supplemental Insurance Sales Agent will be responsible for presenting and offering supplemental insurance products to potential clients while building strong customer relationships.
Employee BenefitsFinancial ServicesHealth CareInsurance
Responsibilities
Presenting and offering customizable supplemental insurance products to potential clients
Building and maintaining strong customer relationships
Prospecting and meeting with potential clients
Explaining plans
Facilitating enrollment processes
Achieving sales goals
Educating clients on their supplemental insurance options
Supporting client decision-making to maximize value and satisfaction with chosen plans
Qualification
Required
Strong sales and interpersonal skills, including prospecting, relationship building, and effective communication
Excellent presentation and organizational skills, with the ability to explain complex insurance concepts clearly to clients
Proficiency in managing enrollment processes and using benefits administration systems
Self-motivated and goal-oriented with a proven ability to meet or exceed sales targets
Willingness to work on-site in the Greater Orlando area
State insurance licensing or a commitment to obtaining it before employment
High school diploma required
Preferred
Knowledge of supplemental insurance products and a background in insurance sales or employee benefits
Bachelor's degree in Business, Marketing, or related field
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