Insurance Sales Representative

Optavise; Tampa (FL); On-site; USD 40,000 - 60,000; Full time

Job summary

Optavise in Tampa, FL is seeking a full-time Insurance Sales Representative to educate clients on life and supplemental insurance products, discuss coverage and costs, and help them understand benefits. On-site duties include conducting sales presentations, meeting individuals and families, managing leads, and closing new business.

You will provide attentive customer service, handle inquiries, and support enrollment and claims issues while collaborating with local leadership and mentoring new

Qualifications

• Candidates should possess strong Insurance Sales and Sales skills, including prospecting, presenting, and closing.
• Knowledge of Insurance and Insurance Brokerage practices, products, and regulatory requirements.
• Excellent Customer Service skills, with the ability to build trust, explain complex information clearly, and maintain long-term client relationships.
• Prior experience in insurance, financial services, or consultative sales is preferred; applicable state insurance licensing or willingness to obtain a license is required.

Responsibilities

• Conduct sales presentations to individuals and families.
• Manage leads and follow up to close new business.
• Educate clients on coverage, benefits, and costs.
• Collaborate with local leadership and participate in training and meetings.

Skills

Insurance sales

Prospecting & closing

Customer service

Communication & integrity

Education

Insurance license or willingness

Job description

Company Description Optavise is a benefits partner that supports business owners and human resources professionals in building and sustaining a healthy, engaged workforce. With decades of industry experience and benefits advisers across the country, Optavise focuses on educating individuals and families about insurance products that protect against the physical and financial impact of serious illness, accidents, or loss of life. The organization offers a unique sales environment for entrepreneurial professionals who want to recruit, develop, and lead their own teams. At Optavise, success is based on helping others succeed and secure their financial futures. The company is committed to empowering both customers and agents to create better outcomes at every stage of life.

Role Description This is a full-time, on-site Insurance Sales Representative role based in Tampa, FL. The Insurance Sales Representative will educate prospective and existing clients on insurance products, including supplemental and life insurance options, and help them understand coverage, benefits, and costs. Daily responsibilities include conducting sales presentations, meeting with individuals and families, managing leads, and following up to close new business. The role involves providing attentive customer service, handling inquiries and policy questions, and supporting clients through enrollment and claims-related issues. The Insurance Sales Representative will also collaborate with local leadership, participate in training and sales meetings, and may assist in recruiting and mentoring new agents to build a high-performing team.

Qualifications

• Candidates should possess strong Insurance Sales and Sales skills, including prospecting, presenting, and closing.
• Candidates should possess knowledge of Insurance and Insurance Brokerage practices, products, and regulatory requirements.
• Candidates should possess excellent Customer Service skills, with the ability to build trust, explain complex information clearly, and maintain long-term client relationships.
• Relevant skills such as strong communication and interpersonal abilities, goal orientation, and a high level of integrity and professionalism are beneficial.
• Prior experience in insurance, financial services, or consultative sales is preferred; applicable state insurance licensing or willingness to obtain a license is required.
• Ability to work on-site in Tampa, FL, manage a flexible schedule, and perform in a performance-driven, team-oriented environment is important.