Optavise Insurance Agent

About us

Optavise is a leading provider of supplemental health and life insurance solutions, dedicated to enhancing the benefits offerings of employers nationwide. With a focus on delivering exceptional service and value, we partner with businesses, school districts, and local governments to provide their employees with comprehensive insurance products that safeguard their health and financial well-being.

Our commitment goes beyond just selling insurance—we are passionate about educating and advising our clients to help them make informed decisions that positively impact their lives. We believe in building strong, lasting relationships based on trust, integrity, and a genuine desire to help people.

At Optavise, we foster a dynamic and inclusive culture where innovation, collaboration, and professional growth are at the forefront. Our team members are empowered to excel in their careers while making a meaningful difference in the communities we serve. We are driven by a shared vision to be the industry leader in supplemental insurance, offering unparalleled service, cutting-edge solutions, and a supportive environment where both our clients and employees can thrive.

Optavise is seeking passionate and driven individuals who want to earn a great living, enjoy a flexible schedule, and positively impact the lives of our clients and their employees. As a part of our team, you will educate, advise, and serve, helping to improve the quality of life for countless people. We offer a weekly training bonus for the first four weeks to help you hit the ground running, along with hands-on field training with the Regional Manager.

This is a business-to-business sales position where you’ll assist employers in enhancing their benefit plans by offering top-tier supplemental health and life insurance products to their employees. You'll work with our existing accounts, including school districts, local governments, and small businesses, as well as re-open dormant accounts and develop new business—all without ever paying for a lead. Our advanced sales systems and technology platforms are designed to ensure your success.

Primary Responsibilities:

• Network and collaborate with business owners, CEOs, and other key decision-makers.
• Develop and implement effective sales and marketing strategies for clients and prospects.
• Demonstrate the technical knowledge required to communicate our solutions clearly and effectively.
• Identify and overcome sales obstacles on a prospect-specific basis.
• Utilize strategic thinking and innovation based on market knowledge, carrier offerings, and product understanding, including key technical and financial considerations.

Desired Skills and Experience: The ideal candidate is enthusiastic, career-focused, and self-motivated, with a proven record of professionalism and success in fast-paced environments. Selected individuals will receive comprehensive sales training and dependable home office support to build their business and achieve the unlimited growth potential unique to the employee benefits industry and Optavise as a national leader.

We are looking for:

• Motivated and goal-oriented individuals
• Professional presence and demeanor
• A dedication to exceptional customer service
• Willingness to travel within the state
• Experience in prospecting, networking, and/or new business development
• Licensed agents preferred; Life and Health license is strongly preferred
• Passion for making a positive difference in the community
• Stable work history
• Excellent communication and time management skills
• Coachable and competitive spirit
• Ability to earn client trust and manage relationships effectively

Training and Benefits:

• Weekly training bonus for the first four weeks to help you start strong.
• Hands-on field training with the Regional Manager to ensure you are fully equipped to succeed.
• A performance-based compensation plan that includes an aggressive commission structure, monthly and yearly bonuses, residual and renewal income for the life of a policy, and world-class travel experiences for top performers.

At Optavise, our team culture fosters positive daily experiences, work-life balance, success, and fun. Join us and start making a difference while enjoying a rewarding career!

To apply, please email your resume to shana.merceron@optaviseadviser.com

Job Type: Contract

Pay: $60,773.00 - $85,554.00 per year

Supplemental Pay:

• Bonus opportunities
• Commission pay

License/Certification:

• Insurance Producer License (Preferred)
• Life Insurance License (Preferred)

Location:

• Sacramento, CA (Preferred)

Work Location: Remote