Insurance Agent, Protect

Location TBD On-siteFull-time5 days ago

Salary

$41,000 - $100,000

Experience

Mid

Job Type

Full-time

Posted

5 days ago

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Shape a brighter financial future with us.

Together with our members, we’re changing the way people think about and interact with personal finance.

1
Engage potential and current members via phone, email, text, and chat to assist with their insurance needs
2
Receive new leads and manage a pipeline of both SoFi members and direct-to-consumer leads
3
Drive the entire lifecycle of the insurance sale from intake to quoting to fulfillment, navigating our panel of insurance providers.
4
Assist the Business Lead of Protect with the operational build-out of SoFi Protect products and services
5
Identify cross-sell opportunities and help close any coverage gaps.
6
Work collaboratively with cross-functional teams to help further enhance the business.

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