Insurance Agent, Protect

The role

You will sell and advise members on Life, Home, and Auto Insurance. You will engage members via email, chat, phone, and text to manage the insurance sale lifecycle and assist with operational build-out.

What you will do

• Engage potential and current members via phone, email, text, and chat
• Receive new leads and manage a pipeline of SoFi members and direct-to-consumer leads
• Drive the entire lifecycle of the insurance sale from intake to quoting to fulfillment
• 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

Required qualifications

• 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
• 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

• Proven interpersonal and sales skills with a track record of meeting or exceeding sales goals
• Independent agency experience working with broad range of insurance carriers
• Servicing experience
• Life insurance experience

About the company

SoFi is a next-generation financial services company and national bank using innovative, mobile-first technology to help members reach their goals.