Sales Specialist

Optavise; Charlotte (NC); On-site; USD 45,000 - 75,000; Full time

Job summary

Optavise in Charlotte is seeking a Sales Specialist to identify new business opportunities, present benefits, and support clients through enrollment.

This full-time, on-site role focuses on building relationships with business owners and HR professionals, conducting needs-based consultations, and delivering clear product presentations. Travel locally as needed and collaborate with the team to recruit and grow our local sales presence.

Qualifications

• Excellent communication and the ability to explain complex benefits clearly.
• Strong customer service and relationship-building skills to support clients through benefits selection.
• Proven sales experience with prospecting and meeting targets.
• Ability to work on-site in Charlotte and travel locally as needed.
• Experience with CRM systems and digital tools to manage leads and document interactions.
• Licenses in insurance or willingness to obtain required licenses is beneficial.

Responsibilities

• Identify and develop new business opportunities with employers and individuals.
• Present benefits and insurance solutions and guide enrollment decisions.
• Build and maintain relationships with business owners and HR professionals.
• Conduct needs-based consultations and deliver clear product presentations.
• Collaborate with team members and participate in training and local recruiting efforts.
• Support local recruiting and team-building initiatives.

Skills

Communication

Customer Service

Sales

On-site work requirement

Local travel

Licensing in insurance (preferred)

Tools

CRM Software

Job description

Optavise is a benefits partner dedicated to supporting business owners and human resources professionals in building and maintaining a healthy, engaged workforce. With decades of industry experience and career benefits advisers across the country, Optavise educates individuals and families about insurance products that help protect against the physical and financial impact of critical illness, accidents, and loss of life. The organization offers a distinctive sales opportunity for entrepreneurial professionals who want to recruit, develop, and lead their own teams. At Optavise, success is built on helping others succeed, whether by protecting clients’ financial security or supporting agents in achieving meaningful financial rewards. The overarching mission is to help people create better futures at every stage of life.

Role Description

This is a full-time, on-site Sales Specialist role based in the Charlotte Metro area. The Sales Specialist will identify and develop new business opportunities, present benefits and insurance solutions to employers and individuals, and support clients through the enrollment and decision-making process. Responsibilities include building and maintaining relationships with business owners and HR professionals, conducting needs-based consultations, and delivering clear, informative product presentations. The role also involves collaborating with team members, participating in training and development activities, and contributing to local recruiting and team-building efforts. The Sales Specialist is expected to meet high-quality service that aligns with Optavise’s mission of helping clients and agents create better financial futures.

Qualifications

• Strong Communication skills, including the ability to explain complex benefits information in a clear and engaging way.
• Proven Customer Service skills, with a focus on building trust, responding to inquiries, and supporting clients through the benefits selection process.
• Demonstrated Sales skills, including prospecting, consultative selling, and achieving or exceeding performance goals.
• Ability to work on-site in the Charlotte Metro area and travel locally as needed.
• Comfort with using digital tools and CRM systems to manage leads, track activities, and document client interactions.
• Prior experience in insurance, employee benefits, or B2B sales is preferred; relevant licenses or willingness to obtain required insurance licenses is beneficial.