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Insurance Agent, Protect - West Coast Shift

sofi· 62 open roles

Location TBD On-siteFull-time1 months ago
Salary
$53,000 - $75,000
Experience
Mid
Job Type
Full-time
Posted
1 months ago
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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

  • 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

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

Typically: health coverage
Typically: paid time off
Typically: retirement savings plan
Opportunity to earn incentive compensation
Comprehensive and competitive benefits package

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