Supplemental Insurance Sales Agent jobs in United States
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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

Sales skillsInsurance knowledgePresentation skillsBenefits administration systemsState insurance licensingInterpersonal skillsOrganizational skillsSelf-motivatedGoal-orientedCommunication skillsRelationship building

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

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Optavise is an insurance company that guides employees to make informed healthcare decisions.

Funding

Current Stage
Growth Stage

Leadership Team

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Marc Salois
Chief Revenue Officer (CRO)
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Company data provided by crunchbase