SoFi
Insurance Agent, Protect - West Coast Shift
United States
Sponsorship not specified$41k-$100kDetected 1 day ago
CommunicationProblem SolvingProperty & Casualty
About the role
- SoFi Protect is the in-house insurance agency helping SoFi members fulfill their protection needs across Life, Home, and Auto Insurance.
- If you like to SELL and ADVISE customers this role is for you.
- You will interact with members via email, chat, and phone to provide guidance and help them through coverage conversations.
Responsibilities
- 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
Requirements
- 2+ years of experience selling Property & Casualty Insurance
- Must have valid state active licenses in Property & Casualty or Personal Lines insurance
- Ability to multitask and stay organized to meet deadlines on time
- Ability to analyze members' needs and provide a tailored insurance solution
Nice to have
- Independent agency experience working with broad range of insurance carriers
- Servicing experience
- These numbers are subject to change based on the business and incentive strategy **
- The Company hires the best qualified candidate for the job, without regard to protected characteristics.
- Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
- New York applicants: Notice of Employee Rights
- SoFi is committed to an inclusive culture.
- Internal Employees
Compensation
- The base pay range for this role is listed below.
- Final base pay offer will be determined based on individual factors such as the candidate's experience, skills, and location.
Benefits
- Identify cross-sell opportunities and help close any coverage gaps.
- To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page!
Company info
- Shape a brighter financial future with us.
- Together with our members, we're changing the way people think about and interact with personal finance.
- We're a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals.
- The industry is going through an unprecedented transformation, and we're at the forefront.
- We're proud to come to work every day knowing that what we do has a direct impact on people's lives, with our core values guiding us every step of the way.
- Join us to invest in yourself, your career, and the financial world.
- We are looking for an experienced insurance agent to help build the SoFi Protect business and deliver exceptional experiences for SoFi members.
- Since this is a newer part of the SoFi business, you will also be integral in building out the core processes and functions to shape and define how insurance is sold at SoFi.
- 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.
- Engage potential and current members via phone, email, text, and chat to assist with their insurance needs
This listing is sourced directly from SoFi's careers page and normalized into a canonical job model.