Insurance Agent, Protect
About the position
The role of an Insurance Agent at SoFi Protect involves building the insurance business and providing exceptional service to members. This position focuses on selling and advising customers on their insurance needs, including Life, Home, and Auto Insurance. The agent will engage with members through various communication channels and play a key role in shaping the processes for selling insurance at SoFi.
Responsibilities
Ā Engage potential and current members via phone, email, text, and chat to assist with their insurance needs.
,
Ā Receive new leads and manage a pipeline of both SoFi members and direct-to-consumer leads.
,
Ā Drive the entire lifecycle of the insurance sale from intake to quoting to fulfillment, navigating our panel of insurance providers.
,
Ā Assist the Business Lead of Protect with the operational build-out of SoFi Protect products and services.
,
Ā Identify cross-sell opportunities and help close any coverage gaps.
,
Ā Work collaboratively with cross-functional teams to help further enhance the business.
Requirements
Ā 2+ years of experience selling Property & Casualty Insurance.
,
Ā Must have valid state active licenses in Property & Casualty or Personal Lines insurance.
,
Ā Excellent written and verbal communication skills.
,
Ā Proven interpersonal and sales skills with a track record of meeting or exceeding sales goals are highly preferred.
,
Ā Ability to multitask and stay organized to meet deadlines on time.
,
Ā Ability to analyze members' needs and provide a tailored insurance solution.
,
Ā Self-motivated, resourceful, and flexible with the ability to take an entrepreneurial approach to problem-solving.
Nice-to-haves
Ā Independent agency experience working with a broad range of insurance carriers.
,
Ā Servicing experience.
,
Ā Life insurance experience.
Benefits
Ā Comprehensive and competitive benefits package.
Apply Now
The role of an Insurance Agent at SoFi Protect involves building the insurance business and providing exceptional service to members. This position focuses on selling and advising customers on their insurance needs, including Life, Home, and Auto Insurance. The agent will engage with members through various communication channels and play a key role in shaping the processes for selling insurance at SoFi.
Responsibilities
Ā Engage potential and current members via phone, email, text, and chat to assist with their insurance needs.
,
Ā Receive new leads and manage a pipeline of both SoFi members and direct-to-consumer leads.
,
Ā Drive the entire lifecycle of the insurance sale from intake to quoting to fulfillment, navigating our panel of insurance providers.
,
Ā Assist the Business Lead of Protect with the operational build-out of SoFi Protect products and services.
,
Ā Identify cross-sell opportunities and help close any coverage gaps.
,
Ā Work collaboratively with cross-functional teams to help further enhance the business.
Requirements
Ā 2+ years of experience selling Property & Casualty Insurance.
,
Ā Must have valid state active licenses in Property & Casualty or Personal Lines insurance.
,
Ā Excellent written and verbal communication skills.
,
Ā Proven interpersonal and sales skills with a track record of meeting or exceeding sales goals are highly preferred.
,
Ā Ability to multitask and stay organized to meet deadlines on time.
,
Ā Ability to analyze members' needs and provide a tailored insurance solution.
,
Ā Self-motivated, resourceful, and flexible with the ability to take an entrepreneurial approach to problem-solving.
Nice-to-haves
Ā Independent agency experience working with a broad range of insurance carriers.
,
Ā Servicing experience.
,
Ā Life insurance experience.
Benefits
Ā Comprehensive and competitive benefits package.
Apply Now