Insurance Agent Optavise - 3.1 Boca Raton, FL Job Details Permanent | Full-time | Contract $65,000 - $400,000 a year 7 hours ago Benefits Opportunities for advancement Qualifications Life Insurance License Customer communication Customer relationship building Client rapport building Schedule management Business development Client retention Insurance sales Account management Time management Full Job Description Insurance Benefits Specialist / Account RepresentativeJob Overview Washington National Insurance Company is seeking motivated, professional, and relationship-driven individuals to join our growing team as Insurance Benefits Specialists. Since 1911, Washington National has helped individuals, families, and employees protect themselves from the financial impact of unexpected illnesses, accidents, and hospitalizations. In this role, you will work directly with businesses, employees, and individuals to educate them on supplemental insurance solutions that help fill the gaps left by traditional health insurance. You will build meaningful relationships, conduct benefit reviews, and provide customized recommendations that put clients in control of their financial protection. This is an excellent opportunity for individuals who enjoy helping others, building relationships, and earning a competitive income while making a positive difference in their communities. Duties Develop and maintain relationships with local businesses, organizations, and individuals to generate new opportunities Conduct one-on-one consultations and benefits reviews to identify policyholder needs and recommend appropriate supplemental insurance solutions Educate policyholders on products including Accident Insurance, Critical Illness Insurance, Cancer Insurance, Hospital Indemnity Insurance, Life Insurance, and Disability Income Protection Present insurance options in a clear and professional manner while helping clients make informed decisions Manage and maintain an active pipeline of prospects through networking, referrals, community outreach, and employer-sponsored benefit programs Assist policyholders throughout the enrollment process and provide ongoing policy support Maintain accurate policyholder records and activity tracking within company systems and CRM platforms Deliver exceptional customer service while building long-term policyholder relationships Stay current on product offerings, industry trends, compliance requirements, and company training initiatives Participate in team meetings, professional development programs, and sales training opportunities Requirements Strong communication and interpersonal skills Self-motivated with the ability to work independently and manage a flexible schedule Professional appearance and positive attitude Ability to build trust and establish long-term client relationships Sales, customer service, insurance, benefits, retail, hospitality, or business development experience preferred but not required Strong organizational and time-management skills Comfortable speaking with individuals, groups, and business owners Ability to learn insurance products and industry regulations State Health and Life Insurance License preferred or we will pay for you to obtain licensing Bilingual candidates are encouraged to apply Compensation & Benefits Competitive commission structure with monthly and yearly performance-based bonuses Renewal income opportunities (Residuals) Comprehensive training and consistent mentorship Flexible scheduling Career advancement opportunities Incentive trips, recognition programs, and leadership development opportunities Access to a respected company with over 100 years of industry experience About Washington National Since 1911, Washington National Insurance Company has helped individuals and families protect themselves from the financial impact of unexpected illnesses, accidents, and hospitalizations through supplemental health and life insurance. We proudly partner with respected organizations across the country, including school districts, teachers, police departments, fire departments, unions, healthcare professionals, municipal employees, and private businesses. Our mission is to provide valuable financial protection while helping our clients gain peace of mind and security for the future. With over 100 years of experience, Washington National remains a trusted leader in supplemental insurance and employee benefits.
Job Types:
Full-time, Part-time, Contract Pay:
$60,000 - $150,000+ per year (Commission-Based)
License/Certification:
Health Insurance License (Preferred) Life Insurance License (Preferred)
Work Location:
Hybrid /
In-Person Schedule:
Monday to Friday Flexible Hours Weekends as Needed Join Washington National and build a rewarding career helping people protect what matters most.