Licensed Insurance Agent

Company Description

Optavise is a benefits partner that supports business owners and human resources professionals in building and maintaining a healthy, engaged workforce. With decades of industry experience and a nationwide network of career benefits advisers, Optavise helps individuals understand insurance products that protect against the physical and financial impact of critical illness, accidents, and loss of life. The organization offers a unique sales environment for entrepreneurial professionals who want to build and develop their own teams while shaping their own career paths. Optavise emphasizes success through helping others succeed and is committed to improving financial security for individuals, families, and agents. Its mission is to help people create better futures at every stage of life. Role Description This full-time remote role as a Licensed Insurance Agent focuses on educating individuals, families, and employees about a range of insurance products and benefits solutions. Day-to-day responsibilities include conducting virtual consultations, explaining policy options, recommending coverage, and helping clients make informed decisions aligned with their financial and personal needs. The agent will prospect and follow up with leads, manage a pipeline of clients, and perform structured sales activities, including presentations and enrollment meetings. Additional tasks involve maintaining accurate records, complying with all licensing and regulatory requirements, and collaborating with Optavise leadership to recruit, mentor, and develop team members. Success in this role comes from building long-term relationships, delivering exceptional service, and consistently meeting or exceeding sales and performance goals.

Qualifications

Candidates should possess skills in Insurance Sales and Insurance Brokerage, with experience presenting and closing insurance solutions. Candidates should possess strong knowledge of Insurance and Finance to explain policy features, premiums, and long-term financial impacts. Candidates should possess excellent Customer Service skills, including active listening, empathy, and clear communication. Active state insurance license (or eligibility and willingness to obtain one promptly) is required. Proven ability to work independently in a remote environment, manage time effectively, and use digital tools for virtual meetings and documentation. Strong organizational skills and attention to detail, with the ability to handle multiple client accounts and follow compliance guidelines. Entrepreneurial mindset with interest in building and leading a team; prior experience in sales leadership or recruiting is a plus. High school diploma or equivalent required; college coursework or a degree in business, finance, or a related field is beneficial.