Insurance Agent, Protect - West Coast Shift
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About This Role
SoFi is seeking an experienced insurance agent to help build the SoFi Protect business and deliver exceptional experiences for SoFi members. The agent will interact with members via email, chat, and phone to provide guidance and help them through coverage conversations. This role is ideal 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. The agent will be integral in building out the core processes and functions to shape and define how insurance is sold at SoFi.
Key ResponsibilitiesAI-extracted
- 1Engage potential and current members via phone, email, text, and chat to assist with their insurance needs
- 2Receive new leads and manage a pipeline of both SoFi members and direct-to-consumer leads
- 3Drive the entire lifecycle of the insurance sale from intake to quoting to fulfillment, navigating our panel of insurance providers
- 4Assist the Business Lead of Protect with the operational build-out of SoFi Protect products and services
- 5Identify cross-sell opportunities and help close any coverage gaps
RequirementsAI-extracted
- 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
Perks & BenefitsAI-extracted
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