Insurance Agent, Protect

SoFi

16d•$33,280 - $62,400•Remote

About The Position

We are looking for an experienced insurance agent to help build the SoFi Protect business and deliver exceptional experiences for SoFi members. SoFi Protect is the in-house insurance agency helping SoFi members fulfill their protection needs across Life, Home, and Auto Insurance. This opportunity is for go-getters who want to be in a business at an early stage, helping to shape the future and accelerate their careers in sales and operations. By running after problems, putting members first, and having a positive approach, you will thrive and deliver differentiated experiences for our members.

Requirements

2+ years of experience selling Property & Casualty Insurance
Must have valid state active licenses in Property & Casualty or Personal Lines insurance
Excellent written and verbal communication skills
Proven interpersonal and sales skills with a track record of meeting or exceeding sales goals are highly preferred
Ability to multitask and stay organized to meet deadlines on time
Ability to analyze members' needs and provide a tailored insurance solution
Self-motivated, resourceful, and flexible with the ability to take an entrepreneurial approach to problem-solving

Nice To Haves

Independent agency experience working with broad range of insurance carriers
Servicing experience
Life insurance experience

Responsibilities

Engage potential and current members via phone, email, text, and chat to assist with their insurance needs
Receive new leads and manage a pipeline of both SoFi members and direct-to-consumer leads
Drive the entire lifecycle of the insurance sale from intake to quoting to fulfillment, navigating our panel of insurance providers.
Assist the Business Lead of Protect with the operational build-out of SoFi Protect products and services
Identify cross-sell opportunities and help close any coverage gaps.
Work collaboratively with cross-functional teams to help further enhance the business.