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Benefits Advisor

Optavise

Overview Optavise is a trusted benefits partner that supports business owners and human resources professionals in building and maintaining a healthy, engaged workforce. Optavise focuses on educating individuals and families about 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 recruit, develop their own team, and shape their own career path. Optavise’s culture emphasizes succeeding by helping others succeed, with a strong commitment to improving financial security. At every stage of life, Optavise is dedicated to helping people create better futures, both for clients and for its advisers. Responsibilities Educate employees and individuals on available insurance and benefits options; explain coverage details and help clients select plans that align with their needs and budgets. Meet with clients in person, conduct benefits presentations, respond to questions, and provide ongoing customer support before and after enrollment. Engage in sales activities such as prospecting, follow-up calls, and participating in enrollment events; maintain accurate records of client interactions and plan selections. Build and grow a client base and, over time, recruit and mentor team members to expand the local presence. Work on-site in Tampa, FL, with flexibility to attend enrollment events and client meetings as needed. Qualifications Demonstrated knowledge of employee benefits and insurance products, with the ability to explain plan features clearly and accurately. Strong customer service skills, including active listening, empathy, and the ability to build trust with diverse client populations. Experience in consultative sales, with a track record of meeting or exceeding sales goals while maintaining ethical, client-focused practices. Ability to deliver training and benefits presentations to groups and individuals, simplifying complex information for varied audiences. Excellent communication and interpersonal skills, with strong organizational abilities and attention to detail. Comfort working in an on-site environment in Tampa, FL, with flexibility to attend enrollment events and client meetings as needed. Prior experience in insurance, benefits advising, or human resources is preferred; relevant state insurance licensing or willingness to obtain it is highly beneficial. High school diploma or equivalent required; postsecondary education in business, finance, or a related field is a plus. #J-18808-Ljbffr

Vacancy posted 1 day ago
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