Insurance Agent, Protect - West Coast Shift

The role

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.

What you’ll do

• 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
• Aid 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

What you’ll need

• 2+ years of experience selling Property & Casualty Insurance
• 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
• 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 have

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

Compensation and Benefits

Though not guaranteed, a successful agent has the potential to earn compensation ranging from $41k - $100k in their first year, with top performers able to reach above $100k, through a combination of hourly pay and incentive compensation. These numbers are subject to change based on the business and incentive strategy.

To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page!