Insurance Agent, Protect
About The Position
SoFi is seeking an experienced insurance agent to help build the SoFi Protect business, an in-house insurance agency that supports members’ Life, Home, and Auto insurance needs. The agent advises and sells to members through email, chat, text, and phone, guiding them through coverage conversations and delivering tailored insurance solutions. This role manages insurance leads and the full sales lifecycle, from intake and quoting through fulfillment across SoFi’s panel of insurance providers. As part of a newer business and small team, the agent will also help build operational processes and services, identify problems, and contribute to improving the business. Compensation combines hourly pay and incentive compensation. First-year compensation may range from $41,000 to $100,000, with top performers potentially earning more than $100,000; these figures are not guaranteed and may change.
Requirements
- At least 2 years of experience selling Property & Casualty insurance.
- A valid, active state license in Property & Casualty or Personal Lines insurance.
- Excellent written and verbal communication skills.
- Ability to multitask and stay organized while meeting deadlines.
- Ability to analyze members’ needs and provide tailored insurance solutions.
- Self-motivation, resourcefulness, flexibility, and an entrepreneurial approach to problem-solving.
Nice To Haves
- Proven interpersonal and sales skills, with a track record of meeting or exceeding sales goals.
- Independent agency experience working with a broad range of insurance carriers.
- Servicing experience.
- Life insurance experience.
Responsibilities
- Engage potential and current members by phone, email, text, and chat to assist with insurance needs.
- Receive new leads and manage a pipeline of SoFi members and direct-to-consumer leads.
- Manage the full insurance sales lifecycle, from intake and quoting through fulfillment, using a panel of insurance providers.
- Assist the Business Lead of Protect with operational development of SoFi Protect products and services.
- Identify cross-sell opportunities and help close coverage gaps.
- Collaborate with cross-functional teams to improve the business.
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What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
