Insurance Agent, Protect

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.

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. 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.

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.


• 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.

We are a small team looking for someone who wants to be collaborative, identify problems, and have a voice in making the business better.

What you’ll need:

• 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 have

• Independent agency experience working with broad range of insurance carriers


• Servicing experience


• Life insurance experience